Wisdom Investment Strategies, LLC offers portfolio management tailored to individual needs, including ongoing advice and investment management. They also provide standalone financial planning and consulting services. The firm uses fundamental and technical analysis, and long-term and short-term purchase strategies. They also offer sub-advisory services to other registered investment advisors.
Assets Under Management$13M
Clients12
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on individual client circumstances. A performance-based fee may also apply to certain qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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