Isler Wealth Management (IWM) creates investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. IWM works with clients to determine their investment goals and risk tolerance, then designs a written investment plan. IWM uses software to evaluate portfolio options and monitors client portfolios, holding review meetings as needed. IWM primarily recommends passively managed mutual funds, especially those from Dimensional Fund Advisors (DFA). IWM may also consult on financial areas like tax planning, college savings, and retirement planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.