UNDERSTANDING OUR COMPENSATION MODELS
At Waite Financial Group, we are deeply committed to transparency and disclosing the fees you pay and any possible conflicts of interest. We have three ways we are compensated depending on the services we provide to you and your family:
FINANCIAL PLANNING
A single fee for developing a personalized financial plan.
ASSETS UNDER MANAGEMENT
We collect a percentage of the value of the assets that we manage for you.
INSURANCE COMMISSIONS
We receive commissions from brokers when you purchase insurance products.
DOING WHAT'S BEST FOR YOU
It’s important to us that you understand our fees and compensation models so that you have peace of mind that we are looking after your best interests. If you have any questions, please do not hesitate to ask, and please feel free to review the following information from Northwestern Mutual as well.
Client Relationship Summary
Summaries for brokerage and investment advisory services
Guide to Brokerage Services
SEC Regulation Best Interest disclosure