A complete list of active advisors currently associated with Partner Wealth
Warmer can help you find a great advisor at Partner Wealth or one who fits your needs even better.
Partner Wealth provides discretionary and non‑discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, charitable organizations, businesses and certain profit‑sharing plans. The firm also facilitates estate‑planning document preparation through a third‑party platform (Wealth, Inc.) and offers occasional educational seminars and speaking engagements. The firm generally constructs low‑cost, passive portfolios using index mutual funds and ETFs with an emphasis on low turnover and tax efficiency, while retaining the option to use outside managers or hold individual equities, fixed income, private funds, or closed‑end funds as appropriate. Partner Wealth uses custodial and platform relationships such as Betterment Institutional and Schwab, conducts ongoing manager due diligence, and—uncommonly for peers—may recommend or manage accounts that use margin borrowing to purchase investments. What distinguishes Partner Wealth from many supported firms is a mix of services and arrangements that are less common: it participates in a Betterment wrap fee program (the wrap fee is included in the negotiated advisory fee), provides paid and pro‑bono seminars and may charge speaking fees (disclosed range $0–$5,000), and occasionally assists with insurance placements for which it may receive compensation. The firm reports roughly $77.0 million in discretionary AUM and a small client base, and it discloses referral and platform‑related benefits (including potential referral arrangements and soft‑dollar benefits) that clients may wish to consider alongside its advisory services.
To learn more about the advisors currently working at Partner Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Iowa City, IA
| 1
| |
Iowa City, IA
| 11
|
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