Partners Capital Management, INC.
Assets Under Management
$30.4M
Number of Clients
29
Number of Advisors
2
Average Client AUM
$1.0M
AUM per Advisor
$15.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Partners Capital Management, Inc. (PCM) offers personalized financial planning and investment management services. Advice covers financial objectives, cash flow, tax planning, insurance, investment management, education, retirement, and estate planning. PCM is a fee-only firm and does not sell commissioned products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
PCM charges fees based on a percentage of assets under management, hourly rates, or fixed fees. Financial planning fees range from $2,000 to $8,000 and are negotiable. Retainer services range from $1,500 to $5,000 annually. The hourly rate for limited scope engagements is $250. The minimum annual fee for an Investment Management Agreement is $5,000 and is negotiable. The minimum annual Advisory Service Agreement fee is $5,000 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Areas of Practice
Location
CO, United States