John Boyer, Inc., operating as Wisdom Financial Planning, offers financial planning and portfolio management services. Financial planning covers various aspects of managing financial resources based on individual needs. Portfolio management is tailored to meet individual needs and investment objectives, with both discretionary and non-discretionary options available. The firm primarily uses fundamental analysis and, to a lesser extent, technical analysis.
Assets Under Management$160M
Clients174
Advisors2
Avg. per Client$910K
Avg. per Advisor$79M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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