WealthWise LLC offers ongoing portfolio management services based on individual client goals and risk tolerance. They create investment plans to aid in selecting a suitable portfolio. WealthWise also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.55% |
| $3.0M - $5.0M | 1.35% |
| $5.0M - $7.0M | 1.15% |
| $7.0M - $10.0M | 0.95% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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