Wise Wealth Solutions provides investment advisory services, including financial planning, referrals to third-party advisors, and recommendations for private investments. For clients with significant portfolios, Wise Wealth Solutions offers a Financial Roadmap, which is reviewed semi-annually. The firm also assists with tax planning and estate plan reviews. Wise Wealth Solutions may use outside professionals to provide a complete financial solution.
Assets Under Management$4.7M
Clients4
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$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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