FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We're an affiliation of independent advisors who own their relationships free of outside influence. A much greater percentage of your fee stays with your advisor, and that allows us to be more competitive. Outside of the independent space, fees are typically higher because large organizations use client revenues to pay for training programs and layers of non-producing management. At MPW, we only pay for technology, supervision, and back-office support. Set a complimentary appointment to determine a fee structure that fits your needs.
- What is your typical process for working with a new customer?
We accept financially organized clients and our primary goal is to find out where the greatest opportunities or problems are in their plan and develop strategies and relationship that will get them on a better path with greater confidence.
- What education and/or training do you have that relates to your work?
All Certified Financial Planners and Licensed Brokers and Registered Investment advisors have annual continuing education requirements.