Fiscal Wisdom Wealth Management offers personalized investment management and financial planning services to individuals, including high-net-worth clients. The firm tailors its portfolio management to each client's specific goals, risk tolerance, and time horizon, utilizing a mix of equities, fixed income, exchange-traded funds, mutual funds, and alternative investments. Investment advice is provided on either a discretionary or non-discretionary basis. In addition to portfolio management, Fiscal Wisdom Wealth Management provides comprehensive financial planning covering areas such as retirement, taxes, estate planning, insurance, college funding, and cash flow. The firm also offers specialized financial planning services and annual reviews. Clients can choose to have their portfolios managed directly or through third-party money managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are calculated as a percentage of assets under management up to a maximum of 2% per year. The minimum annual fee is $1,000, and fees are negotiable.