Principle Wealth
Assets Under Management
$2.7B
Number of Clients
1,093
Number of Advisors
18
Average Client AUM
$2.4M
AUM per Advisor
$147.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Principle Wealth Partners offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, retirement plans, and corporations. Services include wealth management, investment management, financial planning, and trust/fiduciary services. They may recommend independent managers. Retirement plan advisory services are also offered.
Fee Structure
For wealth management services (investment management and financial planning), you'll pay a fee based on the market value of your assets, up to 1.25% annually. The exact percentage depends on the complexity of services, asset level, and overall relationship. Fees are paid quarterly, in advance. For standalone financial planning, the firm charges a fixed fee up to $5,000 per engagement. A minimum annual fee of $5,000 applies.
Areas of Practice
Location
670 Boston Post Road, Madison, CT, 06443