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Michael Tison

Advisor at Partners Capital, LLC

Updated today

Location

Fernandina Beach, FL

Credentials

Series 65

Industry experience

1 year

About

Michael Tison is a financial advisor at Partners Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for Capital Advisors Consulting, Inc. for 15 years. He is a partner in Partners Capital Investments GP, LLC, a hedge fund focused on fixed income and equity liquid securities for accredited investors. Partners Capital, LLC provides advisory services to individual and high-net-worth clients as well as pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm combines predominantly non-discretionary management for individual clients with discretionary management of private pooled vehicles, employing a research-driven investment approach emphasizing credit and fixed-income exposure alongside equity positions.

Client services

Based on Partners Capital, LLC

Financial planning Portfolio management

Expertise

Based on Partners Capital, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management

Occupation focus

Based on Partners Capital, LLC

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually

Project-based

$350 per hour for financial planning services.

Performance-based

15% performance allocation on net new profits of the private fund (Partners Capital Investments, LP) managed by the firm, subject to high water mark.

Other

Account minimum: $250,000

Location

Fernandina Beach, FL

Most active in

Florida · Texas

Work history

Partners Capital, LLC

2024 - Present (2 years)

Partners Capital, LLC

2024 - Present (2 years)

Capital Advisors Consulting, Inc

2009 - 2024 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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