Vise AI Advisors offers investment advisory services to individual investors through partnerships with other registered investment advisors and broker-dealers. Vise uses automated asset allocation, portfolio analysis, tax management, portfolio rebalancing, and security selection strategies. Vise's platform allows advisors to customize investment strategies for their clients. Clients do not have direct access to the Vise platform.
Fee Structure
Vise AI Advisors charges an annual fee based on a percentage of the assets they manage, typically between 0.25% and 0.50%. The fee is usually paid quarterly, either in advance or after the fact, depending on the agreement with the advisor. The fee is calculated based on the value of the managed accounts. Vise may offer fee waivers or discounts from time to time.