Partner Wealth Management (PWML) offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. These services include investment strategy, asset allocation, and regular portfolio monitoring. PWML also provides financial planning, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. PWML participates in wrap fee programs.
Assets Under Management$19M
Clients8
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.50% |
| $1.0M - $3.0M | 2.25% |
| $3.0M - $5.0M | 2.00% |
| $5M+ | 1.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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