Wiss Private Client Advisors, LLC, which also operates as Wiss Family Office, offers comprehensive wealth management, financial planning, consulting, and investment management services. The firm primarily allocates client assets across mutual funds, exchange-traded funds, individual stocks and bonds, and independent investment managers. Depending on eligibility, the firm may also recommend privately placed securities and digital assets. Wiss Private Client Advisors tailors its advisory services to individual client needs by assessing risk tolerance, time horizon, and liquidity constraints. The firm is principally owned by Wiss & Co., LLP, a certified public accounting firm, allowing clients to coordinate advisory services with related tax, accounting, and estate services through the affiliate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.10% |
| $4.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.65% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, relationship size, and account composition.