Partnership Wealth Management
Partnership Wealth Management (CRD# 285718) is a financial advisory firm headquartered in Baltimore, MD. They manage $62,100,000 in 347 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management62MILLION
Total Number of Accounts347ACCOUNTS
Average Account Value$178,963
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, DC, FL, MD, TX, VA
Ellwood Derricks (CRD# 3070255) is an Investment Advisor Representative working at Partnership Wealth Management in Baltimore, MD and has over 20 years of experience in the finance industry. Ellwood Derricks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Deborah Doyle (CRD# 6667318) is an Investment Advisor Representative working at Partnership Wealth Management in Baltimore, MD and has 1 year of experience in the finance industry.