Fisher and Wiens Wealth Management, LLC is a registered investment advisor based in Danville, California, that has been in business since 2014. The firm provides comprehensive portfolio management and investment consulting services tailored to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. Fisher and Wiens Wealth Management builds personalized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and structured products, and continuously monitors and rebalances accounts according to each client's goals and risk tolerance. The firm also offers access to sponsored advisory programs through LPL Financial, where various model portfolios and institutional managers are utilized.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual fee is 2.50% and fees are negotiable. Fees are assessed on all assets including cash and cash equivalents.