ThePARTNERS Wealth Management provides investment advice to individuals, families, trusts, estates, businesses, and retirement plans. Services include investment management, financial planning, and consulting, tailored to each client's needs. Investment strategies may be customized or based on model portfolios developed internally or by third-party firms. ThePARTNERS also sponsors a wrap fee program. ThePARTNERS investment adviser representatives are required to utilize the various services available through the Amplify Platform.
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.