Wysopal Financial provides financial planning and investment management services. The firm offers advice on topics like retirement, investments, taxes, and estates. Wysopal Financial works with individuals, families, and businesses.
Assets Under Management$9.5M
Clients72
Advisors1
Avg. per Client$130K
Avg. per Advisor$9.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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