Wiseman Wealth provides investment advice and financial planning to individuals, pension plans, trusts, and businesses. They offer traditional portfolio management, web-based portfolio management through Betterment, and financial planning services. Investment advice is tailored to each client's needs and objectives. They primarily advise on mutual funds (index funds).
Assets Under Management$82M
Clients125
Advisors2
Avg. per Client$660K
Avg. per Advisor$41M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is up to 1.50% and is negotiable. Web-Based Portfolio Management is offered through Betterment with a 0.50% advisory fee plus a 0.25% platform fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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