Fiscal Wise is a registered investment advisor founded in 1999 and based in Media, Pennsylvania. The firm operates as a fiduciary, meaning they are legally required to act in your best interest. Fiscal Wise offers ongoing comprehensive financial and investment planning, as well as limited-scope, one-time financial planning engagements. Their systematic approach covers cash flow, investment planning and strategy, tax considerations, risk tolerance, insurance evaluation, accumulation plans for major goals, employee benefit optimization, estate planning, charitable intentions, and real estate and business ownership evaluation. Fiscal Wise works collaboratively with clients, requiring prior approval from you before executing any investment trades.
Fee Structure
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.