Meenes Wealth Partners is a fee-only registered investment advisor that provides comprehensive financial planning and investment management services, primarily serving pre-retiree and retiree households. Operating as a fiduciary, the firm is legally required to act in your best interest and does not accept commissions, product compensation, or asset-based management fees. The firm's primary service is a continuous retainer-based advisory agreement that covers integrated retirement planning, investment advisory and portfolio management, estate planning strategies, tax planning strategies related to investments, cash flow and income distribution planning, insurance reviews, and Social Security and Medicare planning. Meenes Wealth Partners manages client assets on a non-discretionary basis, meaning all investment decisions are discussed and approved by the client before execution. For clients where an ongoing retainer is not appropriate, the firm offers project-based advisory services on a limited basis. The firm is independent and has no affiliates or third-party relationships that create conflicts of interest.
Fee Structure
Meenes Wealth Partners does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is bundled into their ongoing retainer-based services, which cost between $10,000 and $35,000 per year depending on the complexity of your financial situation and the scope of services provided.