WealthWise Financial Solutions provides wealth management services to individuals, small businesses, estates, trusts, and retirement plans. They offer financial planning, investment management, and advisory consultations. Their investment advice primarily covers mutual funds, exchange traded funds, equities, corporate debt securities, and U.S. Government Securities. They also offer tax planning and compliance consultations, accounting and tax preparation services due to their accounting expertise.
Assets Under Management$44M
Clients43
Advisors1
Avg. per Client$1M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Investment Management fees are negotiable. There is a minimum quarterly investment management fee of $250.00 ($1,000 annually). The account minimum may also be waived based on other criteria and at the sole discretion of the Firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...