FWM Partners manages investment portfolios and offers comprehensive financial planning services for individuals, families, and business owners. FWM Partners builds customized investment portfolios using fundamental analysis and modern portfolio theory, while also helping clients plan for retirement, taxes, and estate preservation. FWM Partners provides both discretionary asset management and standalone hourly financial planning. In addition, FWM Partners offers consulting services for retirement plans and operates as an independent insurance agency.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable based on criteria such as historical relationship, asset type, and portfolio size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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