Smarter and Wise offers financial planning and wealth management services to help clients make informed financial decisions and achieve their goals. Services include retirement planning, real estate planning, cash flow forecasting, education planning, investment consulting, estate planning consultation, and insurance planning. Smarter and Wise may use sub-advisors to manage client assets.
Assets Under Management$19M
Clients47
Advisors1
Avg. per Client$400K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable for accounts over $10,000,000. Smarter and Wise may utilize the services of a Sub-Advisor to manage Clients’ investment portfolios. When using Sub-Advisors, except in limited circumstances, the Client will not pay additional fees. If additional fees are charged they will not exceed .75% annualized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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