Wise Wealth Management manages investment portfolios based on clients' individual needs and goals. They also offer hourly, project-based, and ongoing financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Financial plans are tailored to each client's specific situation and goals.
Assets Under Management$6.4M
Clients49
Advisors1
Avg. per Client$130K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Wise Wealth Management charges a percentage of your portfolio value each year for investment management. The exact percentage is negotiable and ranges from 0.25% to 2.50% per year, depending on the size, asset mix, and complexity of your account.
Loading...