Advize Wealth Management offers comprehensive wealth management services combining personalized investment portfolio management and ongoing financial planning. The firm builds customized investment strategies primarily utilizing passive index funds, exchange-traded funds, and individual securities, with the option to use automated robo-advisory platforms or outside managers. Alongside investment management, Advize Wealth Management provides holistic financial planning covering cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance analysis, retirement projections, and tax planning strategies. The firm primarily serves individuals, high-net-worth clients, and retirement plans, tailoring its approach to each client's specific goals, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Maximum wealth management fee is 1.5%. Grandfathered fee schedule shown includes tiered rates up to $2M, and accounts over $2M are charged a flat annual fee of $18,000. Fees are negotiable.