Private Wealth Partners offers investment management and financial planning services. For investment management, they create and manage portfolios based on a client's individual needs and goals. Financial planning services cover areas like retirement, education, estate planning, and tax planning. They may refer clients to other specialists like accountants or attorneys as needed.
Fee Structure
Private Wealth Partners' fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.75% to 1.00% annually. These fees are negotiable and can vary between clients. The firm may waive or reduce fees at its discretion. There is a minimum asset requirement of $1,000,000 to be eligible for portfolio management services, but this may be negotiable.