Frequently Asked Questions

Please click the questions below to discover the answers.

What separates us from other financial advisors:

WMI is independent and not associated with any insurance, annuity or mutual fund company. WMI does not sell any financial products nor do we receive commissions or kickbacks for any product we recommend to our clients. WMI has the experience, knowledge and independence to provide you the best financial advice available.

What is a Fiduciary:

A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries will also adopt a code of ethics and will fully disclose how they are compensated.

Fee Only Financial Advisor:

Fee-Only planners are compensated directly by their clients for advice, plan implementation and for the ongoing management of assets. This model minimizes conflicts and ensures that your financial planner acts as a fiduciary.

Investment Minimum:

For Portfolio Management, no minimum but all portfolios are subject to a $5000 minimum annual fee. No minimum for stand-alone financial plans.