CoachWise Financial Solutions (CWFS) is a registered investment advisor that manages investment accounts tailored to your specific goals. CWFS does not use model portfolios. Instead, a portfolio manager is assigned to your account for day-to-day management, ongoing communication, and face-to-face meetings. CWFS recommends that you select a brokerage firm to handle your security purchases and hold your assets.
Assets Under Management$44M
Clients223
Advisors2
Avg. per Client$200K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.75% |
| $100K+ | 1.75% |
The fee percentage decreases as the value of your portfolio increases over $100,000. The exact tiers are not specified in the brochure.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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