Indivisible Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Indivisible Partners is a registered investment advisor based in Clearwater, Florida, managing billions of dollars in client assets. The firm offers a full range of investment advisory services, including continuous portfolio management, financial planning and consulting, selection of third-party investment managers, and retirement plan services for businesses. Clients work with independent financial advisors and teams associated with Indivisible Partners to build customized investment portfolios tailored to their individual goals, risk tolerance, and tax situations. The firm accommodates various investment approaches, including active management, passive indexing, direct indexing, and alternative investments. Indivisible Partners charges advisory fees primarily as a percentage of assets under management, though fees and specific services can vary by advisor. The firm also provides access to credit solutions and insurance services through third-party providers. Indivisible Partners acts as a fiduciary when providing investment advice to retirement accounts.

Assets Under Management$2.1B
Clients676
Advisors28
Avg. per Client$3.1M
Avg. per Advisor$74M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.

Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location

28 Advisors at this firm

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