Wisdom Wealth Strategies offers financial planning, investment management, and tax preparation services. Financial planning covers areas like cash flow, education funding, retirement, risk management, and estate planning. Investment management involves creating a customized portfolio based on your goals and risk tolerance. Tax return preparation services are also available. Wisdom Wealth Strategies acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate investment supervisory services accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s or incompetent person's account. Should investment objectives be substantially different for any two or more household accounts, requiring different investment approaches or operational requirements, we reserve the right to apply our fee schedule separately to each account.