RightWise Wealth provides financial planning and investment management services. Financial planning includes structured meetings covering net worth, cash flow, taxes, student loans, investments, retirement, insurance, and end-of-life planning, plus ad hoc access for specific financial questions. Investment management is discretionary and uses the Betterment platform. RightWise also facilitates tax advice and return filing through a partnership with Uprise. Investment management is only available to clients who also elect financial planning services, with the exception of services provided to firm affiliates.
Assets Under Management$2.5M
Clients22
Advisors2
Avg. per Client$110K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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