Perspective Wealth Partners, LLC is an independent financial planning and investment management firm based in Boise, Idaho. Founded in 2006, Perspective Wealth Partners offers a comprehensive approach to wealth management, tailoring investment portfolios to match clients' personalized financial plans. The firm specializes in services such as investment selection and portfolio design, retirement planning, employee stock option planning, and advanced financial planning covering wealth preservation, protection, and transfer. Perspective Wealth Partners operates on a fee-only basis, meaning they do not receive commissions from selling financial products. They manage portfolios on a non-discretionary basis, requiring client approval before executing investment recommendations, and partner with Charles Schwab as their primary custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $12.0M | 0.35% |
| $12.0M - $24.0M | 0.25% |
| $24M+ | 0.15% |
Education Plan Assets in State 529 Plans and Donor Advised Fund Assets are charged a flat rate of 0.25%. Fees are not negotiable.