Wisniewski Wealth Management offers investment management, advisement, and supervision, as well as financial planning. Financial planning includes wealth enhancement, protection, and transfer strategies, covering retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. They also offer travel planning and estate planning coordination. Wisniewski Wealth Management acts as a fiduciary, prioritizing clients' interests.
Fee Structure
Wisniewski Wealth Management charges an annual fee based on a percentage of the assets they manage, plus a flat recurring fee. The asset-based fee can range up to 1.5% per year and may decrease as the amount you invest increases. The annual flat fee generally ranges from $600 to $50,000 per year, and increases by 5% each January 1st.