How We are Compensated

Wealth Management Partners understands that our clients have financial needs and circumstances that vary widely. As such, we utilize a broad spectrum of compensation options.

Wealth Management Partners earns commission on products like mutual funds, annuities, life insurance, stocks, bonds, ETFs, UITs, long term care insurance and structured products.

With certain investment products we are paid a fee based on assets under management.

For those clients who are simply looking for advice or general financial recommendations, we offer an hourly service rate.

As a final option, we can be retained for a flat fee to provide ongoing advice or complete a one time project.