Finance Wisdom is a registered investment advisor founded in 2023 and based in New Mexico, led by Jeffrey Mermilliod. The firm provides portfolio management and financial planning services to individuals, families, and businesses. For investment management, Finance Wisdom utilizes diversified portfolios consisting primarily of low-cost exchange-traded funds and mutual funds based on Modern Portfolio Theory, utilizing third-party institutional research and modeling. Financial planning services cover investment planning, insurance, taxes, retirement, education, estate planning, and debt management. Finance Wisdom acts with legal responsibility to put client interests first when providing investment advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to a maximum of 2.00% annually.