THEPARTNERS WEALTH MANAGEMENT
Monterey, California
5.0
1 Review
THEPARTNERS WEALTH MANAGEMENT is a respected investment advisory firm headquartered in Monterey, CA. With two offices strategically located in the area, they provide personalized financial solutions to a diverse clientele. Comprising a team of five dedicated professionals, including three experienced investment advisors, THEPARTNERS WEALTH MANAGEMENT boasts a wealth of expertise in wealth management and investment advisory services.
Renowned for their commitment to excellence, THEPARTNERS WEALTH MANAGEMENT handles an impressive average of $33,550,000 in assets under management per investment advisor. Their compensation structure ...
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Assets Under Mgmt
$100.66M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other: TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR
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Articles
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