A&M Private Wealth Partners offers wealth and investment management, financial planning, and family office services, primarily to ultra-high net worth individuals. They develop tailored strategies based on each client's financial information, objectives, and risk profile. A&M Private Wealth Partners manages fixed income strategies in-house and uses third-party asset managers for equity strategies. They also guide clients through setting up digital asset accounts.
Fee Structure
A&M Private Wealth Partners' investment and wealth management fees are based on the amount of assets they manage, including assets bought on margin and cash. The maximum annual advisory fee is generally 1% of the assets under management. Fees can be tiered and based on aggregated client assets. Fees for third-party asset managers are separate and in addition to A&M Private Wealth Partners' fees.