&Partners offers investment management through various advisory programs, including the &Partners Advisory Program and a Third Party Advisor Investment Management Program. They also offer financial and tax planning, estate and trust administration consulting, and retirement plan services. &Partners may recommend investments and strategies based on client needs and objectives.
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.