Partnership Wealth Management provides investment and financial planning services. They manage portfolios based on client objectives, using various securities and strategies. Financial planning covers retirement, investments, taxes, insurance, and estate planning. They also offer a free monthly newsletter. Services are tailored to individual client needs and restrictions.
Assets Under Management$230M
Clients139
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable based on various factors including assets to be managed and client negotiations.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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