CoachWise Financial Solutions manages investment portfolios and provides consultative investment management services for individuals and high-net-worth clients. CoachWise Financial Solutions offers three distinct discretionary investment strategies tailored to different risk tolerances and account sizes: an Individual Managed Portfolio focusing on active trading with individual securities, exchange-traded funds, and mutual funds; a Tactical Managed Portfolio blending active trading with a core group of holdings; and a Strategic Managed Portfolio utilizing predominantly passive exchange-traded funds and mutual funds. All accounts across a household are combined into a single total to determine applicable fee rates, helping clients reach lower fee tiers more quickly. CoachWise Financial Solutions operates as a registered investment advisor and works with independent custodians to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1.0M - $4.0M | 1.25% |
| $4.0M - $8.0M | 1.00% |
| $8M+ | 0.80% |
Fees are calculated using household aggregation and billed quarterly in advance. Fees are negotiable.