Wealth Management Partners provides investment advice and financial planning to individuals and other clients. As a fiduciary, the firm aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Services include asset management, financial planning, and retirement plan consulting.
Assets Under Management$790M
Clients799
Advisors7
Avg. per Client$990K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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