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Partners Capital Services, Inc.
Hauppauge, New York
5.0
1 Review
PARTNERS CAPITAL SERVICES, INC. is a leading local investment advisory firm headquartered in Hauppauge, NY, with two offices serving a diverse clientele. With over 200 individual clients and a remarkable $114,004,000 in assets under management, they have established themselves as a trusted partner in wealth management.
While 401K and individual accounts constitute less than 30% of their assets, Partners Capital Services, Inc. possesses the expertise and capability to effectively manage employer funds. Their comprehensive compensation structure includes various types, such as a percentage of assets under management, ensuring align...see more
Assets Under Mgmt
$114M
Investment Professionals
12
Locations
1
% 401K & Individual
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Partners Capital Services, Inc.
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