Principle Wealth Partners offers investment advice to individuals, high net-worth individuals, trusts, estates, retirement plans, and corporations. Services include investment management, financial planning, and trust/fiduciary services. For investment management, Principle Wealth Partners creates customized portfolios using mutual funds, exchange-traded funds, and individual stocks. Financial planning covers areas like retirement, education, and estate planning. Principle Wealth Partners may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Principle Wealth Partners charges a fee based on the value of your portfolio for wealth management services, which includes both investment management and financial planning. The annual fee can be up to 1.25% of your portfolio's value. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Principle Wealth Partners. Fees are negotiable. There is a $5,000 minimum annual fee.