Wiser Advisor Group offers wealth management through both discretionary and non-discretionary investment management services. They work with individuals, corporations, non-profits, and trusts, using various investment options like mutual funds, exchange-traded funds, and individual securities. Wiser Advisor Group also provides financial planning services to understand clients' objectives and financial situations. They tailor their services to each client's needs and allow for modifications to the approach and investments used.
Assets Under Management$120M
Clients66
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$38M
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $30.0M | 0.65% |
| $30M+ | 0.55% |
There is also a 0.20% fee for cash management accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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