WiseOwl Capital, based in The Woodlands, Texas, offers personalized investment advice. They provide both portfolio management, where they can make investment decisions for you or require your approval for each trade, and financial planning services. Financial planning ranges from comprehensive plans to single-subject consultations. WiseOwl primarily advises on stocks, bonds, mutual funds, and exchange-traded funds, and may use options for hedging strategies.
Assets Under Management$38M
Clients33
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable and may be lower based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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