Wise Wealth Partners, LLC manages assets for various clients, aiming to meet their financial goals while considering their risk tolerance and time horizon. As a fiduciary, Wise Wealth Partners acts in the client's best interest. The firm offers a wrap fee program that combines investment advisory services and associated custodial transaction costs into a single fee. Services include asset management and financial planning or consulting, covering investment planning, life insurance, tax concerns, estate planning, retirement planning, education planning, and debt/credit planning.
Assets Under Management$150M
Clients129
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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