How does the advisor help clients – Key Takeaways:
PARTNERS CAPITAL MANAGEMENT, INC. is a trusted and experienced financial advisor that specializes in managing and growing clients’ wealth. The firm provides personalized and comprehensive financial services to help clients achieve their financial goals.
Facts and Insights:
PARTNERS CAPITAL MANAGEMENT, INC. has been in business for over 20 years and has a team of highly qualified and experienced advisors. As of 2021, the firm manages assets worth $1.5 billion and has over 300 advisors across the country.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 300+ | 20+ years |
Financial Services Offered:
PARTNERS CAPITAL MANAGEMENT, INC. offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm also provides customized solutions to meet individual client needs.
Client Types:
The firm works with a diverse range of clients, including high-net-worth individuals, families, and institutions such as corporations and foundations. PARTNERS CAPITAL MANAGEMENT, INC. caters to clients with different financial goals, risk tolerance, and investment needs.
Fees & Compensation:
The fees and compensation structure at PARTNERS CAPITAL MANAGEMENT, INC. is transparent and fair. The firm charges a fee based on a percentage of assets under management, and there are no hidden costs or commissions. This ensures that the firm’s interests align with those of its clients.
Background:
PARTNERS CAPITAL MANAGEMENT, INC. was founded with a mission to provide highly personalized and objective financial advice to its clients. The firm follows a client-first approach and puts the needs and goals of its clients above everything else.
Financial Advisor Disclosures to Know:
As a registered investment advisor, PARTNERS CAPITAL MANAGEMENT, INC. is legally obligated to act in the best interest of its clients at all times. The firm is also required to disclose any potential conflicts of interest and provide transparent information about its services, fees, and advisors.