Wysopal Financial Consulting provides financial planning and investment management services. Services include investment advice, retirement planning, and estate planning. Wysopal aims to help clients achieve their financial goals through personalized advice and ongoing management.
Assets Under Management$23M
Clients32
Advisors1
Avg. per Client$720K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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