Principle Wealth Partners offers customized wealth management services, combining ongoing investment management and comprehensive financial planning into a single bundled fee. Principle Wealth Partners builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments tailored to each client's specific goals and risk tolerance. The firm acts as a registered investment advisor and a fiduciary, meaning Principle Wealth Partners is legally required to act in your best interest. Services also cover retirement planning, tax strategies, estate planning, education savings, and corporate retirement plans. Principle Wealth Partners primarily focuses on long-term investment strategies while actively monitoring and rebalancing portfolios when needed.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are up to 1.25% annually and are negotiable at the discretion of Principle Wealth Partners based on asset size, scope of work, and account complexity. Minimum annual fee of $5,000 applies.