VestWyze, LLC is a fee-based investment advisor offering portfolio management and financial planning services to individuals and small businesses. VestWyze evaluates a client's financial condition, suitability, and risk tolerance to tailor investments to meet their objectives. They make recommendations involving individual securities, ETFs, mutual funds, and alternative investments. VestWyze does not have discretion over client accounts, the client makes the final decision to invest.
Assets Under Management$7.5M
Clients82
Advisors2
Avg. per Client$92K
Avg. per Advisor$3.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.45% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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