Wyze Wealth Advisors offers investment management and financial planning services. For investment management, they create portfolios using ETFs, mutual funds, and sometimes individual stocks or private investments. For financial planning, they work with clients to understand their goals and values, then create plans covering retirement, risk management, taxes, estate planning, employee benefits, business planning, cash flow, debt management, and college savings. They manage investments on a discretionary basis, tailoring portfolios to individual client needs.
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 participating in our IAS platform receive a reduced fee schedule. A 0.10% fee is applied to the portion of the account allocated to individual stock positions using the Wyze Direct Stock Portfolio.