Financial Partners, LLC is an independent registered investment advisor based in Santa Fe, New Mexico, offering comprehensive portfolio management and financial planning services. The firm manages customized investment portfolios on both discretionary and non-discretionary bases, tailoring strategies to each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, Financial Partners provides a wide range of financial planning services, including personal financial planning, retirement planning, education planning, tax analysis, estate planning, and risk management. The firm works primarily with individuals, high-net-worth individuals, and charitable organizations, utilizing third-party managers when appropriate to implement investment strategies. Financial Partners acts as a fiduciary, legally bound to put clients' best interests first.
Fee Structure
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.