Partnership Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations and business entities, serving both high-net-worth and non‑HNW clients. The firm offers discretionary portfolio management and prepares tailored financial plans, while client assets are held by qualified custodians rather than in the firm’s direct custody.
PWM manages portfolios on a customized, discretionary basis and employs a range of analytical methods — including fundamental, technical and cyclical analysis — to select investments across mutual funds, ETFs, REITs, BDCs, options, derivatives and margin positions. Accounts are monitored on an ongoing basis with at least quarterly written reporting, and the firm may engage a third‑party (Delegated Planning) to prepare certain financial planning analyses that PWM reviews and delivers to clients.
Noteworthy aspects of the firm include sponsorship of a wrap‑fee program for clients seeking an inclusive fee arrangement and the publication of a free monthly newsletter for clients and prospective clients covering topics such as investing strategies, the economy, Social Security and retirement planning. The firm’s advisory representatives may also be licensed insurance agents and sell insurance products for separate commission compensation, a relationship the brochure discloses as a potential conflict of interest that clients are not obligated to accept.
Client services
Expertise
Fee options
Fixed fees for financial planning services ranging from $1,000 - $15,000 one-time and ongoing fees $400 - $1,750 per quarter.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,000+: 0.50%
Hourly fee between $125 - $500 per hour depending on complexity and staff seniority.
Fee-only: Fixed fee for comprehensive financial planning: $1,000 - $15,000 one-time; ongoing financial planning $400 - $1,750 per quarter for accounts under $1,000,000, all negotiable.
Main office
606 E Joppa Road
Towson MD 21286
Advisors at this office
2
Most active in
Arizona · California · Delaware · District of Columbia · Florida · Maryland · New York · Pennsylvania · Texas · Virginia
Also doing business as
Belleros Capital Management · Partnership Wealth Management · Partnership Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Ellwood D
CFP®, Series 63, Series 65
Towson, MD
Partnership Wealth Management
Ellwood Derricks is a financial advisor at Partnership Wealth Management with 28 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Partnership Wealth Management in 2016, he worked at LPL Financial for 11 years and briefly at Financial Advocates Investment Management. Derricks is the president of the board for Paws for a Cause, Inc., a nonprofit he founded to support local animal charities, and he serves as volunteer treasurer for FreeState, a nonprofit providing education and legal services for the LGBT community. Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm manages portfolios on a customized, discretionary basis using various analytical methods and offers tailored financial planning with assets held by qualified custodians.
Deborah D
Series 65
Towson, MD
Partnership Wealth Management
Deborah Doyle is a financial advisor at Partnership Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2016. Prior to this, she was employed at Loyola University of Maryland for four years. Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages customized discretionary portfolios using various analytical methods and offers tailored financial plans, with client assets held by qualified custodians.
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