ProPartners Wealth provides financial planning and investment management services. For investment management, they use sub-managers through Envestnet Asset Management. They help clients determine their investment goals and risk tolerance to create a portfolio strategy. Financial planning services cover goal setting, tax planning, retirement planning, and estate planning. They also offer pension consulting services to employee benefit plans.
Assets Under Management$74M
Clients164
Advisors7
Avg. per Client$450K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...