Our Location
500 University Blvd Suite 202
Jupiter, FL 33458
Phone Number
Common questions we hear
Where are my assets held?
Your money and investments are safely held at Fidelity’s National Financial Services, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). 26East Private Wealth, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.
Who is &Partners and why do you work with them?
We are proudly partnered with &Partners, a wealth management firm with comprehensive technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.
What types of clients do you typically work with?
While we work with clients across various backgrounds and professions, we typically partner with individuals and families who have $1 million or more in investable assets. We also work with clients who have less than $1 million if they are in the wealth-building phase or are part of an existing client relationship.
What makes your approach different from other financial advisors?
Our relationship-focused approach sets us apart. We believe that truly understanding your life, family, and aspirations is just as important as understanding your finances. This personal connection allows us to develop strategies that align with what matters most to you.
How often will we meet to discuss my financial plan?
The frequency of meetings depends on your needs and preferences. Typically, we meet quarterly to establish and refine your plan, then ideally annually thereafter. However, we’re always available when you need us, especially during significant life transitions.
Do you have a minimum investment requirement?
While we generally work with clients who have $1 million or more in investable assets, we evaluate each situation individually. We often work with clients who have less than this amount if they’re committed to growing their wealth or are part of an existing client relationship.
How do you charge for your services?
Our fee structure is transparent and aligned with your interests. We primarily work on a fee-based model where our compensation is based on a percentage of assets under management. This approach means our success is directly tied to yours.
