Wisdom Financial Services manages investment portfolios for clients based on their individual needs and goals. They work with clients to develop an investment plan and asset allocation target. Wisdom uses Matson Money as a sub-adviser to provide investment management services. Wisdom also offers a portfolio "MRI" service, which is an analysis of a client's portfolio using Matson Money's software.
Assets Under Management$780M
Clients1,518
Advisors10
Avg. per Client$510K
Avg. per Advisor$78M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.46% |
| $1.0M - $4.0M | 0.36% |
| $4M+ | 0.21% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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