&Wealth Partners offers financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, and charities. Financial planning and consulting fees range from $10,000 to $500,000 on a fixed fee basis and/or from $300 to $1,000 on an hourly rate basis. Investment management is offered on a fee basis, charging an annual fee based on the value of the assets being managed. &Wealth Partners may recommend independent investment managers.
Assets Under Management$510M
Clients103
Advisors3
Avg. per Client$4.9M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
&Wealth Partners may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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