Partnersinwealth, Inc is a large advisory firm based in Houston. It manages $391.07 million of regulatory assets for 772 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.
Partnersinwealth provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Partnersinwealth, Inc is $391.07 million. The firm's AUM has grown by 414% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Partnersinwealth, Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of James Rodney Waters is high net worth individuals with 80 clients and $384.75 million of assets under management. Among the 5 most similar advisory firms, Partnersinwealth has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $391.07 million for 102 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Partnersinwealth doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Rodney Waters has been acting as President since 1 Nov 1992. Jaison John Ipe joined the executive team most recently as the Vice President Of Operations.
The principal office where Partnersinwealth, Inc performs its advisory services is located at 3400 Bissonnet, Houston, TX 77005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-964-4028 or by fax 713-963-2977. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at partnersinwealth.com.