Partner Wealth Management, LLC
Partner Wealth Management, LLC (CRD# 173548) is a financial advisory firm headquartered in , . They manage $10,500,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts38ACCOUNTS
Average Account Value$276,316
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jaime Sanchez (CRD# 2504023) is an Investment Advisor Representative working at Partner Wealth Management, LLC in Rockwall, TX and has over 23 years of experience in the finance industry.