We offer a comprehensive range of financial services, including investment advisory, retirement planning, wealth management, and personalized financial consulting tailored to meet the unique needs of individuals & business owners.
To get started, simply contact our team by clicking the “Contact” button at the top of the page, or call us directly to schedule an initial consultation.
The process starts with a “FIT Meeting” where we understand your current financial situation and define your vision of true wealth. If there’s mutual agreement that we can make a positive impact, our client service team assists in organizing necessary documents. We then create a customized plan aligning your portfolio with your vision.
Our team takes a collaborative approach to guide individuals and business owners in defining their vision of true wealth. Utilizing extensive industry knowledge and specialized expertise, we cultivate enduring relationships and provide tailored solutions, empowering clients to achieve their financial goals.
Yes, our financial advisors hold relevant certifications and licenses. We prioritize professional development and adhere to industry standards to ensure our clients receive the highest level of expertise and ethical service.
We are here to provide ongoing support from our collaborative team of specialists. We regularly review your account(s) periodically throughout the year. You will receive customized recommendations, and reviews. If anything changes or comes up in-between our regularly schedule reviews, please reach out to us or write it down for us to incorporate into your plan.
The frequency of meetings will depend on your individual needs and preferences. We aim to maintain open communication and will schedule regular check-ins to review your financial progress and adjust strategies as necessary.
Yes, we offer virtual consultations and online services to accommodate our clients’ preferences and busy schedules. We utilize secure and advanced technology to ensure a seamless and confidential experience.
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.
We prioritize the security and confidentiality of our clients’ information. Our systems are equipped with the latest security measures, and we strictly adhere to industry regulations to safeguard your personal and financial data.
A fiduciary is a person or organization that, ethically and legally, puts the interests of the clients they represent before their own. At Make Way Wealth, each of our collaborative experts serves as a fiduciary to our clients. In everything we do, we are committed to acting honestly, in good faith and in strict keeping with each client’s guiding values.
A Registered Investment Advisor (RIA) firm is in the business of giving advice about securities and registered with the Securities and Exchange Commission (SEC). By law, we have a fiduciary duty to act in the best interests of our clients.
Yes, as a Center for Fiduciary Excellence certified firm, we are independently audited annually by a fiduciary expert to verify that our advisory and consulting services are consistent with industry best practices and the Prudent Practices. When a firm is CEFEX-certified, it is demonstrating adherence to a defined Prudent Practices for Investment Advisors standard, which contains 21 practices and supporting criteria.