Partners Investment Services, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
20
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$0
About
The firm serves older adults and families of seniors, concentrating on estate protection and long‑term care planning, including Medicaid planning. It provides advisory consultations, customized estate and Medicaid planning engagements, and non‑discretionary recommendations for client accounts.
The firm’s investment approach is preservation‑oriented and relies almost exclusively on fixed and fixed‑indexed annuities and money‑market vehicles to limit market downside and address liquidity and income needs. Recommendations are made on a non‑discretionary basis, with periodic reviews tied to clients’ circumstances and annuity crediting cycles rather than continuous AUM management.
What is distinctive is the firm’s affiliation with an insurance agency and the principal’s active insurance license and business activities, which support the heavy use of annuity products—an arrangement that is uncommon among independent advisers. The firm also operates with a small client base and reported no assets under management, deriving most advisory activity from fixed‑fee consultations and highly tailored Medicaid/crisis planning rather than traditional AUM‑based portfolio management.
Client services
Financial planning
Portfolio management
Expertise
Medicare planning
Elder care planning
Long-term care insurance
Annuities
Occupation focus
Retired
Demographic focus
Approaching retirement
Fee options
Fixed fee engagements ranging from $1,750 to $6,000; Customized Medicaid Plans at $3,000
1.00% annually (0.25% per quarter) with a minimum quarterly fee of $200
Generally $100 per hour, range from $50 to $500 per hour
Minimum fee: Minimum quarterly fee of $200 Fee-only: Hourly fees generally $100/hour, ranging from $50 to $500 per hour; fixed fees generally range from $1,750 to $6,000; Medicaid planning fees of $3,000
Main office location
Partners Investment Services, Inc
2215 Devonshire Drive
Cleveland Heights OH 44106, United States
Number of offices
2
Most active in
Partners Investment Services, Inc has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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