Wisdom Capital Asset Management provides investment advice to high net worth individuals, family offices, private funds, and corporations. Wisdom Capital seeks long-term capital growth and income generation with reduced volatility and limited correlation to traditional asset classes by investing in various instruments. Wisdom Capital also publishes newsletters free of charge.
Assets Under Management$77M
Clients30
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Also charges a quarterly performance fee equal to 20% of new net profits. Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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