Partners Capital Management, INC.

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Assets Under Management

$30.4M

Number of Clients

Number of Advisors

Average Client AUM

$1.0M

AUM per Advisor

$15.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Partners Capital Management (PCM) offers fee-only financial planning and investment management. Services include financial objective determination, problem identification, cash flow management, tax, insurance, education, retirement, and estate planning. PCM uses the AssetMark platform and advises on matters beyond securities.

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

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 above.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & Coaching

Location

CO, United States

2 Advisors at this firm

CFP

Ellen Jeanne Powers

CFP · ChFC