Wise Wealth Management provides investment management and financial planning services to individuals, families, and businesses. They work with clients to define financial objectives and develop strategies for retirement planning, cash flow management, education funding, estate planning, and more. Investment recommendations are tailored to each client's individual needs and risk tolerance.
Assets Under Management$120M
Clients102
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 2.00% |
| $400K - $700K | 1.50% |
| $700K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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