Thomas Wise

26 Years of Experience

Henderson, NV

1 Disclosure

Thomas Wise is a registered investment advisor at Wise Wealth Solutions, LLC, based in Henderson, NV, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 4 clients with $4.7M in assets under management.

Wise Wealth Solutions, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

4 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$4.7M

Fee Structure

Investment management only (planning not offered)

Wise Wealth Solutions manages accounts for a percentage of your assets. The annual fee ranges from 0.50% to 2.5% depending on the size and complexity of your account. The fee is paid quarterly, in advance. All fees are negotiable.

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Location

Henderson, NV

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History

Regulatory History (1)

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Regulatory

July 2022

Final

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Employment History

Current Registrations

Wise Wealth Solutions, LLC

January 2000 - Present · 26 yrs 4 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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