Fisher and Wiens Wealth Management offers investment advisory services to individuals and other clients. They provide asset management and investment consulting, aiming to help clients achieve their financial goals while considering their risk tolerance and time horizon. They offer Comprehensive Portfolio Management, which includes financial planning or consulting services, and also participate in LPL Financial's sponsored advisory programs. Fisher and Wiens acts as a fiduciary, prioritizing the client's best interests.
Fee Structure
Fisher and Wiens Wealth Management offers investment management services through various programs.
For Comprehensive Portfolio Management, the annual fee will not exceed 2.50% of the account value, billed quarterly in advance. Fees are negotiable.
Through LPL Financial's advisory programs, the fees are also negotiable, with a maximum of 2.50% annually for Model Wealth Portfolio, Optimum Market Portfolio, and Personal Wealth Portfolio programs.