Wise Stewardship Financial Planning (WSFP) manages investment portfolios and offers financial planning services. WSFP provides advice on retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Comprehensive financial planning is offered for an ongoing monthly fee. WSFP may refer clients to outside firms for tax preparation and estate planning services.
Assets Under Management$19M
Clients30
Advisors1
Avg. per Client$620K
Avg. per Advisor$19M
Fee Structure
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% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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