Personal Wealth Partners LLC

Personal Wealth Partners, LLC is an SEC registered investment adviser established in 2014, with offices in Minnesota, North Dakota, and Wisconsin. The firm offers advisory management services, pension consulting services, and financial planning services. For advisory management, clients' accounts are managed on a discretionary basis based on individual needs and goals. The firm provides asset management, pension consulting, and financial planning services to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. Personal Wealth Partners charges annual fees ranging from 0.45% to 1.50% for advisory management services, and fees for pension consulting services are negotiated on a plan-by-plan basis. Financial planning fees range from $750 to $5,000. The firm does not charge performance-based fees and does not engage in principal transactions. Clients have the option to implement financial planning recommendations through the firm or other brokers. The firm does not vote proxies on behalf of clients and does not have custody of client funds, except for accounts with a standing letter of authorization for disbursements. Personal Wealth Partners does not require prepayment of fees exceeding $1,200. The firm's financial condition is sound, with no bankruptcy history or financial commitments that could impact client services.