Fiscal Wise, Inc. determines clients’ financial needs and investment opportunities objectively, placing clients’ interests first. They offer ongoing comprehensive financial and investment planning, including portfolio management, and limited scope financial planning to address specific questions. Their approach includes planning, implementation, and ongoing insights and management.
Assets Under Management$12M
Clients10
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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