WiserAdvisor connects individuals with independent, unaffiliated third-party investment advisors through its online platforms. WiserAdvisor gathers information from individuals and suggests third-party advisors who may be a good fit. WiserAdvisor does not review the ongoing performance of the third-party advisors, execute trades, or provide investment recommendations. The third-party advisor determines and implements specific investment strategies for the referred individual.
Assets Under ManagementN/A
Clients18,251
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.