Obsidian Wisdom LLC offers customized financial plans covering cash flow, debt management, risk management, employee benefits, retirement planning, education planning, tax strategies, estate planning, and charitable giving. They also provide investment consultation and portfolio management services, including recommending third-party investment managers. Obsidian Wisdom provides periodic complimentary educational seminar sessions for those in need of information about personal finance and investing.
Assets Under Management$150K
Clients14
Advisors1
Avg. per Client$11K
Avg. per Advisor$150K
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 | 0.95% |
| $500K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
For the benefit of discounting your asset-based fee, Obsidian Wisdom will aggregate accounts for the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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