Wiggin Financial Planning provides general financial planning to help clients review their financial situation and develop written financial goals. Wiggin Financial Planning also offers investment management services on a discretionary basis, buying and selling stocks, bonds, mutual funds, and other securities to align with client investment objectives.
Assets Under Management$9.5M
Clients30
Advisors1
Avg. per Client$320K
Avg. per Advisor$9.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Investment management fees are negotiable for accounts under $150,000 and over $4 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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