Wise Stewardship Financial Planning, LLC
Assets Under Management
$18.6M
Number of Clients
30
Number of Advisors
1
Avg. Portfolio per Client
$619K
Avg. Managed per Advisor
$18.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Wise Stewardship Financial Planning (WSFP) manages investment portfolios and offers financial planning services. WSFP provides advice on retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. WSFP also offers comprehensive financial planning with ongoing coaching and assistance. WSFP may refer clients to outside firms for tax preparation and estate planning services.
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.30% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Location
FL, United States
