Partnership Wealth Management offers custom investment management and financial planning services for individuals, families, and business owners. The firm builds tailored portfolios on a discretionary basis, utilizing a wide range of investments including stocks, bonds, mutual funds, exchange-traded funds, options, and real estate interests. In addition to managing investments, Partnership Wealth Management provides financial planning covering retirement needs, taxes, insurance, estate planning, and business planning. The firm emphasizes custom portfolio design aligned with each client's specific objectives, time horizon, and risk tolerance, while also providing educational newsletters and ongoing account monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiated at the discretion of the firm based on anticipated future earning capacity, future additional assets, account composition, and related accounts.