Wisely Advised provides investment advice and financial planning to individuals, families, and businesses. The firm manages investment portfolios using model portfolios or custom strategies based on client goals and risk tolerance. Wisely Advised also offers hourly and ongoing financial planning services, as well as advice on qualified retirement plans for businesses.
Assets Under Management$69M
Clients185
Advisors2
Avg. per Client$380K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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