Wealth Management Partners helps clients invest to meet their financial goals. They analyze your financial situation and recommend a third-party portfolio manager to manage your investments. They monitor the manager's performance and act as a liaison between you and the manager. Wealth Management Partners also offers financial planning services on various topics, as well as financial coaching and business consulting.
Fee Structure
Wealth Management Partners typically recommends using a third-party manager to manage your investments. They receive a portion of the fees charged by the third-party manager as a referral fee. The fees charged by the third-party manager will be disclosed to you in their investment advisory agreement and are negotiable. Wealth Management Partners does not charge additional management fees for these services.