Partner Wealth offers investment management and financial planning services to individuals, high net worth individuals, trusts, businesses, and charitable organizations. They create portfolios based on client goals and risk tolerance, typically using mutual funds and ETFs. They also offer financial planning services, including income, education, charitable, retirement, and risk management counsel. Partner Wealth can facilitate estate planning document preparation through a partnership with Wealth, Inc.
Fee Structure
Partner Wealth generally charges up to 1.25% of your portfolio per year for investment management. The exact fee is negotiated and depends on the complexity of your situation and the services you need. Fees are charged quarterly in advance, based on the portfolio's value at the end of the prior quarter. If you choose Betterment as your custodian, fees are charged quarterly in arrears based on a daily average for the previous quarter.