A&M Private Wealth Partners, LLC offers tailored wealth and investment management, financial planning, family office services, and fixed income strategies primarily to ultra-high-net-worth individuals, families, and related entities. The firm emphasizes custom portfolio development, leveraging in-house fixed income capabilities and third-party asset managers for equity strategies. A&M Private Wealth Partners also provides advisory services for digital assets through Fidelity Digital Asset Services. Clients can engage the firm on a discretionary or non-discretionary basis. Financial planning and consulting services cover comprehensive areas including cash flow analysis, trust and estate planning, tax planning, retirement planning, charitable giving, and business planning. The firm is an independently managed subsidiary of Alvarez & Marsal, Inc., and utilizes affiliated entities such as A&M Trust for trust and estate services, creating potential conflicts of interest regarding cross-referrals and additional fee generation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual advisory fee generally is 1% of the assets under management. Fees are generally not negotiable, but can in certain instances be negotiable in the firm's sole discretion.