Our goal was to create an innovative wealth advisory firm that challenges the status quo of the financial services industry.
Wheaton, IL (PRWEB) January 15, 2012
Wheaton Wealth Partners is pleased to announce that the firm's assets under management (AUM) now exceed $100,000,000.
"This has been an amazing journey since we established Wheaton Wealth Partners in June 2010. Our goal was to create an innovative wealth advisory firm that challenges the status quo of the financial services industry,” says Rob O’Dell, Principal, Wheaton Wealth Partners. “We look forward to continuing to grow our business in a manner that does not dilute the quality of our personalized services to our clients.”
Annual Partnership Program
The majority of financial services firms require clients to place their financial assets under their management and charge a percentage of those assets as their sole source of compensation. Their investment advisor may or may not provide financial planning advice in addition to overseeing the investment management for their client. Although clients can elect to work with Wheaton Wealth Partners based on a percentage of assets under management, the firm has also developed the Annual Partnership Program (APP). The Annual Partnership Program allows clients to receive the full wealth advisory services offered by Wheaton Wealth Partners, including the innovative W Wealth Map, without requiring clients to place their assets in its investment advisory services.
Clients in the Annual Partnership Program who are interested in Wheaton Wealth Partner’s investment advisory services are offered a fee schedule based upon a percentage of assets under management that is substantially less than fees charged by many other firms. “We believe this option enables our clients to elect the method of compensation that is best suited to their unique planning needs,” notes O’Dell.
About Wheaton Wealth Partners
Wheaton Wealth Partners was established in June 2010 and has offices in Wheaton and Libertyville, Illinois, and Naples, Florida. The firm’s mission is “To partner with clients as they transition through life’s financial complexities.” For more information, go to http://www.wheatonwealth.com.