Partner Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,584,467
Total clients
33
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$1,654,075
Client services
Fee options
Fixed financial planning fees ranging from $1,500 to $12,000, negotiable
up to 1.25% annually (negotiated on a client-by-client basis)
May receive compensation from insurance companies for placing insurance products; no compensation from sales of securities or mutual funds
Fee-only: Financial planning upfront charge between $500 and $8,500; ongoing fees between $100 and $8,500 per month; fixed fees between $1,500 and $12,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Partner Wealth
Iowa City IA, United States
Number of offices
1
Forms ADV
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