MoneyWise Financial Advisors provides financial planning and investment consultation services. They help clients with cash flow analysis, retirement planning, education funding, risk management, tax reduction, and estate planning. They also offer investment supervisory services, including investment strategy, asset allocation, and portfolio monitoring. MoneyWise Financial Advisors uses Focus Partners Advisor Solutions as a sub-advisor for certain client accounts.
Assets Under Management$35M
Clients9
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Minimum annual fee of $6,250. Fees may be negotiable based on family relations, firm affiliations, or individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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