Wisdom Wealth Investment Advisors is a registered investment advisor based in Phoenix, Arizona, offering personalized portfolio management, financial planning, advisory consulting, and pension consulting services. Wisdom Wealth Investment Advisors tailors its investment strategies to each client's specific risk tolerance and financial objectives, utilizing a mix of technical and fundamental analysis, long-term and short-term purchases, and option writing. Financial planning is included at no extra cost when clients use portfolio management services, covering comprehensive or targeted topics such as retirement and asset allocation. Standalone financial planning and consulting are also available on an hourly or flat-fee basis. Additionally, Wisdom Wealth Investment Advisors assists clients with held-away accounts through third-party platforms like Absolute Capital and Pontera. Certain associated professionals are licensed insurance agents and tax preparers, offering separate services that present potential conflicts of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 2.00% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable based on individual client circumstances. Held-away assets managed via Absolute Capital are billed quarterly in arrears.