RetireWise Tax and Wealth Advisors, based in Topeka, Kansas, offers ongoing investment management and financial planning services. Investment management includes analyzing your financial situation, recommending investment options, implementing strategies, and monitoring performance. Financial planning is offered complimentary to investment advisory clients. RetireWise uses third-party asset managers (TPAMs) and sub-advisers for investment management, primarily through Charles Schwab and American Funds.
Fee Structure
RetireWise Tax and Wealth Advisors charges a percentage of your portfolio annually, not to exceed 1.5%. The exact fee varies based on your individual circumstances and the services you receive, such as CPA services, estate and trust document preparation, time spent with an attorney, the complexity of your financial situation, and whether you've purchased insurance products from RetireWise. This fee includes compensation for any third-party asset managers or sub-advisers working with RetireWise. Fees are deducted monthly from your account.