Wysopal Wealth Planning provides investment management, financial planning, and educational seminars. The firm develops personalized investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning services include business planning, cash flow and debt management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a project basis or as an ongoing service.
Assets Under Management$6.7M
Clients11
Advisors1
Avg. per Client$610K
Avg. per Advisor$6.7M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Investment Management is available for Clients participating in our Ongoing Financial Planning services. The fee is based on a percentage of assets under management and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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