Interwise offers investment advisory services to individuals and other clients. Services include creating and managing investment portfolios with stocks, bonds, exchange traded funds, and mutual funds. Interwise also offers financial planning and consulting services, covering investment planning, retirement planning, estate planning, tax planning, and more. Interwise may use third-party investment managers to help implement investment portfolios.
Fee Structure
Interwise charges a maximum of 2.00% per year for managing your investments. The specific fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter that are more than $10,000. Fees are negotiable and will be deducted from your account.