Visdom Investment Group provides investment advice to clients, including separately managed accounts, based on their specific investment objectives and strategies. Visdom generally does not provide investment advice based on the individual objectives of investors. Visdom maintains broad investment discretion as set forth in the governing documents.
Assets Under Management$180M
Clients53
AdvisorsN/A
Avg. per Client$3.5M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee ranges from 0.25% to 0.50%. The management fee is individually negotiated by product and set forth in the applicable Governing Documents.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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