Invest Wise, LLC dba German Wealth acts as an investor coach and co-advisor, helping clients select a registered investment advisor, Matson Money, Inc., to manage their investments. German Wealth also reviews the money managers periodically. German Wealth prepares a report for prospective clients at a flat fee of $500. German Wealth does not offer portfolio management services.
Assets Under ManagementN/A
Clients2
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable. German Wealth relies on Matson Money, Inc. to deduct the fees from the client’s account(s) and remit the Co-Advisor fee to German Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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