Willow Partner Advisors connects individuals with registered investment advisors through its online platform. Clients complete an assessment, and Willow's algorithm recommends advisors. Clients can then engage directly with the recommended advisor. Willow receives a flat annual fee from the advisors, not from the clients. Willow does not manage client assets or provide specific investment advice.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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