Indivisible Partners offers a range of investment advisory services, including portfolio management and financial planning. These services are delivered through independent contractor financial advisors. Indivisible does not offer proprietary products. Financial advisors work with clients to determine appropriate advisory programs based on their financial goals and circumstances. Services are offered on both a discretionary and non-discretionary basis. Indivisible also offers access to credit solutions through a third-party provider, UPTIQ, Inc.
Fee Structure
Indivisible Partners' fees for managing your investments are calculated as a percentage of the total market value of your portfolio. The exact fee is negotiated with your financial advisor and can vary depending on the complexity of your portfolio, the amount you invest, and other factors. The maximum advisory fee is 1.50%. Fees are billed monthly, based on the value of your account at the end of the previous month. The advisory fee includes certain administrative and transaction fees, but does not include fees charged by third-party investment managers.