Private Wealth Partners, LLC

Private Wealth Partners, LLC is an SEC-registered investment adviser established in 2005, located in Mill Valley, CA. The firm offers investment supervisory services, financial planning services, and retirement plan rollovers. They manage over $1.9 billion in assets on a discretionary basis. The minimum initial investment for portfolio management services is $1,000,000, with fees ranging from 0.75% to 1.00% annually, negotiable based on client circumstances. The firm acts as a fiduciary, putting clients' interests first. Investment strategies include long-term purchases, short-term purchases, and trading, with a focus on asset allocation and diversification. Private Wealth Partners uses Charles Schwab & Co as a custodian, providing clients with access to a range of investment products and services. The firm votes proxies on behalf of clients unless instructed otherwise. They have no reportable disciplinary events and do not maintain custody of client assets. Clients receive quarterly investment appraisals and reports. The firm has policies and procedures in place to address conflicts of interest and ensure fair allocation of investment opportunities among clients.