Wealthwise Advisors manages investment portfolios and offers financial planning services for individuals, families, trusts, estates, and small businesses. Wealthwise Advisors builds customized investment portfolios based on each client's goals, time horizon, and risk tolerance, operating without discretion to ensure client approval for every trade. In addition to investment oversight, Wealthwise Advisors covers comprehensive topics such as retirement planning, tax strategies, cash flow management, insurance reviews, education funding, and estate planning. Wealthwise Advisors does not sell commissioned investment products directly, but its representatives are licensed insurance agents who may earn commissions on insurance sales. Wealthwise Advisors also maintains affiliations with a tax preparation firm and real estate professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.