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The fee is billed in advance or in arrears, is negotiable and requires an account of at least $500,000.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 22 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealth Management Partners use?","answer":"Wealth Management Partners’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $764M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Management Partners have?","answer":"Wealth Management Partners has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Management Partners invest in?","answer":"At the end of its last fiscal year, Wealth Management Partners’ separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 14% U.S. government and agency bonds, 8% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Wealth Management Partners have a minimum investment?","answer":"Yes, Wealth Management Partners’ minimum account size for its Asset Management is $500K.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 22 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Wealth Management Partners?","answer":"Wealth Management Partners’ direct owners are Morgan Brown (50% to 75%) and Thomas Curtis (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Management Partners get paid?","answer":"Wealth Management Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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