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Partners Capital Management, Inc.

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Client assets under management

$30,353,321

Clients

29

62% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

15

Very Low

Average account size

$1,046,666

About

Partners Capital Management, Inc. is a fee‑only registered investment adviser founded in 1990 that provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The two‑principal firm reports managing about $33.16 million in client assets for roughly 40 clients.

The firm implements a core‑and‑satellite investment approach, primarily using no‑load or low‑load mutual funds and exchange‑traded funds and offering access to the AssetMark platform and select third‑party managers. Investment decisions are handled on a predominantly non‑discretionary basis: clients approve trades and PCM executes them under a limited power of attorney, while certain AssetMark solutions may involve third‑party discretionary managers.

Compared with many peers, PCM’s practice of maintaining its advisory assets as non‑discretionary is a distinctive operational feature that leaves final decision authority with clients. The firm also does not typically vote proxies for client securities and organizes client work through a mix of one‑time financial plans, retainer services, and ongoing advisory agreements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning General tax planning Cash flow / budgeting

Fee options

Fixed

Financial planning fees range from $2,000 to $8,000; Retainer Services fees range from $1,500 to $5,000 annually

Percentage

$0 - $5,000,000: 1.00% $5,000,000+: 0.50%

Project-based

$250 per hour for limited scope planning engagements

Other

Account minimum: $500,000 of assets under management Minimum fee: Minimum annual fee of $5,000 on Advisory Service Agreement; minimum fee of $5,000 for Investment Management Agreement; fees for financial planning $2,000 to $8,000; Retainer Services Agreement fees range from $1,500 to $5,000; hourly planning engagements at $250/hour Fee-only: Financial planning fees, retainer fees, hourly fees; PCM is strictly fee-only and does not accept commissions.

Most active in

More info

Colorado · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 719-593-2277

Advisors at this firm

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user avatar

Stephen M

CFP®, ChFC®, Series 63, Series 65

Colorado Springs, CO

Partners Capital Management, Inc.

Stephen Moore is a CFP® and ChFC® with 33 years of experience in financial advising. He has been with Partners Capital Management, Inc. since 1990. The firm provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Partners Capital Management employs a core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, with investment decisions handled mostly on a non-discretionary basis, leaving final trade approval to clients.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Ellen P

CFP®, Series 63

Colorado Springs, CO

Partners Capital Management, Inc.

Ellen Powers is a CFP® with 14 years of industry experience, currently serving as an advisor at Partners Capital Management, Inc. She has been with the firm since 1991. Partners Capital Management, Inc. is a fee-only registered investment adviser that provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach with primarily no-load or low-load mutual funds and ETFs, maintaining a predominantly non-discretionary advisory model that leaves final decision authority with clients.

General retirement planning General tax planning Cash flow / budgeting
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