Partners Capital, LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to select a suitable portfolio. In addition to portfolio management, Partners Capital includes financial planning, investment management, retirement planning, estate planning, tax planning, and family office services at no additional charge. They also manage a private fund.
Assets Under Management$39M
Clients67
Advisors6
Avg. per Client$590K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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