Wise Investment Management (WIM) manages investment portfolios based on clients' goals and risk tolerance. WIM creates a personalized investment policy statement and makes tactical investment allocation decisions based on client and market conditions. WIM is an independent investment advisory firm, not a financial planner or stock broker. WIM's compensation is solely based on a percentage of the value of the portfolios managed.
Assets Under Management$6.5M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$3.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to a minimum and may be reduced as the value of assets increases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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