Wealthwise Advisors offers personalized financial planning and investment management services. This includes helping clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Wealthwise Advisors provides investment supervisory services, also known as asset management services and furnishes financial planning and investment advice through consultations.
Assets Under Management$16M
Clients38
Advisors2
Avg. per Client$410K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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