Miner Wealth Management offers the peace of mind that comes with knowing your financial future is secure.
If you don’t find the answers you need below, feel free to contact us. We are happy to help!
Can I still work with you if I’m not in Raleigh?
Absolutely. Wherever you are, Miner Wealth Management is available to help. We meet with clients (even local ones) virtually.
What about security?
We share documents and files through encrypted financial planning software.
How are you paid?
We don’t receive commissions, kickbacks, or other sales-based compensation. Instead, we receive flat, annual planning fees, typically paid monthly, or a percentage of managed assets, typically paid quarterly.
Are you a fiduciary?
Yes! We are fee-only, fiduciary financial planners.
What is a fiduciary?
Good question! It means we are legally required to always put your interests ahead of ours. It means you can trust that your bottom line is both of our top priorities.
I’m not an MBA; can you still help me?
Absolutely! We serve clients in a wide variety of professions. You can see some examples of the individuals and families we serve here.
What is “high income?”
There is no income range requirement to work with Miner Wealth Management, but we want you to comfortably afford the fee. (That’s the fiduciary in us, looking out for you first.) If you are curious, please schedule a complimentary call. If we are not right for you, we will try to send you in the direction of someone who might be.
Do you have an asset minimum?
No, only fee minimums. For our services to make sense for you financially, most of our clients earn six-figure incomes and or have managed assets of at least $500,000.