Wyze Wealth Advisors, LLC is a registered investment advisor that provides comprehensive wealth management, standalone investment advisory services, and one-time financial planning engagements. The firm creates personalized investment portfolios using an evidence-based, diversified approach that incorporates exchange-traded funds, mutual funds, individual stocks, and alternative investments. Wyze Wealth's financial planning covers retirement planning, risk management, tax strategies, estate planning, investment analysis, employee benefits, business planning, cash flow and debt management, and college savings. The firm works with individuals, high-net-worth clients, organizations, and business entities, tailoring its strategies to meet each client's specific goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.33% |
| $20M+ | 0.25% |
Fees are negotiable at the advisor's discretion. Clients on the standalone investment advisory platform receive a reduced fee schedule. An additional 0.10% fee applies to individual stock positions in the Wyze Direct strategy.