Wayne D. Minich & Company, Inc. (WDM & Co.) provides financial planning services and helps clients select asset managers through Valmark Advisers Inc.'s managed account program. WDM & Co. reviews a client's financial situation and makes recommendations based on their goals and risk tolerance. Financial planning can cover retirement, education, estate, tax, and insurance needs. WDM & Co. does not directly manage assets.
Fee Structure
WDM & Co. does not directly manage investments. Instead, they help you choose from third-party managed account programs offered through Valmark Advisers, Inc. The fees for these programs are described in Valmark Advisers, Inc.'s regulatory filing and/or the selected asset manager's materials. You may also pay fees for custodial services and transactions.