Advisor Partners

Advisor Partners II, LLC, based in Walnut Creek, California, is an SEC registered investment adviser specializing in providing sub-advisory services through Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA). The firm, established in 2001, succeeded its predecessor in June 2022 and is affiliated with Pathstone Family Office, LLC. AP II offers model portfolio construction services and manages over $7.6 billion in discretionary assets as of December 31, 2024. Clients can access customized portfolios with services like tax loss harvesting, ESG overlays, and factor tilts. The firm's investment strategies include investing in equity securities, ETFs, mutual funds, and other securities. AP II operates as a fiduciary, acting in the best interests of its clients. The firm's fee structure is negotiable, starting at 35 bps for SMA Program Fees, with a minimum quarterly fee of $750. AP II does not charge performance-based fees and exercises investment discretion for client accounts within the SMA and UMA Programs. The firm follows a Code of Ethics, provides ongoing account reviews, and votes proxies on behalf of clients. AP II does not pay for client referrals and has no financial commitments impairing its ability to meet client obligations.