Finance Wisdom LLC offers investment advice and financial planning. Financial planning covers investment, insurance, tax, retirement, education, estate, and debt/credit planning. FWL offers ongoing or one-time financial planning. FWL primarily recommends ETFs and mutual funds but may use other securities to diversify portfolios. For Washington clients, FWL offers a bundled fee arrangement.
Assets Under Management$56M
Clients126
Advisors3
Avg. per Client$450K
Avg. per Advisor$19M
www.financewisdom.com ·www.linkedin.com/in/jeffrey-mermilliod-mba-26657a7 ·www.linkedin.com/in/hayden-peterson-69337aa4
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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