WisMed Financial provides investment advice and financial planning to individuals. They offer wealth management (investment management and financial planning), investment management only, and financial planning only services. WisMed Financial primarily advises on stocks, bonds, mutual funds, and ETFs. They develop a financial plan based on the client's goals and risk tolerance.
Assets Under Management$60M
Clients38
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Members of the WI Medical Society and their family members may receive a discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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