Financial Partners offers investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations. They create tailored investment portfolios based on your goals, risk tolerance, and time horizon. Financial planning services cover areas like retirement, education, risk management, tax, and estate planning. They may use third-party investment managers to help implement investment portfolios.
Assets Under Management$150M
Clients190
Advisors3
Avg. per Client$770K
Avg. per Advisor$49M
www.financialpartnersnm.com ·www.facebook.com/financialpartners1 ·www.linkedin.com/company/financial-partners-san...
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable under limited circumstances based upon portfolio size and other business considerations. The total combined advisory fee paid by the client to our firm and the Third-Party Manager(s) shall not exceed 2.20%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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