PARTNERS CAPITAL SERVICES, INC.
Hauppauge, New York
5.0
1 Review
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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...
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Assets Under Mgmt

$114M

Investment Professionals

12

Locations

1

% 401K & Individual

16%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Selection of other advisers
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