How are you compensated?
We offer a full range of products and services and compensation methods including: asset management fee, hourly fee for advice, flat fees for one-time projects and commissions (mainly from insurance products).
I’ve read that “fee only” advisors are better. Is this true?
No, a person’s moral compass, knowledge base and experience are not determined by how they are paid. The fee-only concept markets well, but the reality can be different.
Do I need to have a minimum amount of money to invest with Wealth Management Partners?
No, we do not discriminate. We will not turn anyone away who needs our help.
After we become clients, will we work with Joyce and Rob or someone else?
You will continue to work with Joyce and Rob.
What does it cost to meet with Wealth Management Partners?
There is no charge for an initial appointment. Should we mutually decide to move forward, a planning fee may be charged.
“Financial Planning Process”? I thought financial planners only handled investments?
The Certified Financial Planner Board lists 78 skills needed to be a financial planner; “Investment strategies” is only one.