Portfolio Management Services Fees
All of our advisors are salaried employees, as fiduciaries working in your best interest. Make Way Wealth fees are competitive and in alignment with the planning services received. We may charge an annual fee of up to 2.50%, determined by the scope of planning services. Fees are negotiable and specified in the Acceptance of Terms, an addendum to the Investment Advisory Agreement. Billing occurs both in advance and in arrears based on the terms of the Agreement, with the Total Portfolio Management Fee calculated by summing the Advisory Fee and any Investment Model Fees.
VisionPoint Intelligent Portfolios
We charge clients for Make Way Wealth Intelligent Portfolios services. Our fees are not set by Schwab, and clients don’t pay brokerage commissions to Charles Schwab & Co. Schwab receives compensation indirectly. In addition to our fees, clients indirectly compensate Schwab for various services.
Retirement Plan Services Fees
As a fiduciary under ERISA and the IRC, VisionPoint charges flat, hourly, or asset-based fees of up to 1.00% for Retirement Account Clients. Fees are negotiable and detailed in the Investment Advisory Agreement.
Financial Planning Fees
Make Way Wealth offers financial planning at fixed rates and hourly fees.
The maximum rate for creating client financial plans is $50,000. Fees are negotiable and detailed in the Financial Planning Agreement.
Hourly fees for financial planning services range from $250 to a maximum of $750. Fees are negotiable and detailed in the Financial Planning Agreement.