Thepartners Wealth Management
Assets Under Management
$454.5M
Number of Clients
5,276
Number of Advisors
31
Average Client AUM
$86K
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ThePARTNERS offers investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. Services include comprehensive investment management, financial planning, and consulting, which may be customized or based on model portfolios. They may utilize outside managers and offer both wrap and non-wrap fee programs.
Fee Structure
Investment advisory fees are based on the market value of assets under management, up to 2.99% annually. Clients may also pay a platform fee of up to 0.25% annually for wrap fee accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually. Financial planning is billed hourly (up to $400/hour) or as a fixed engagement. Retirement plan advisory fees are up to 1% annually or a fixed rate.
Areas of Practice
Location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921