Wise Financial Services (WFS) directs clients to third-party investment advisors. WFS verifies that the recommended advisors are properly licensed. WFS offers the same services to all clients, but investment strategies depend on the client's situation and risk tolerance. Clients can impose restrictions on investments, but WFS can end the relationship if the restrictions prevent proper service. WFS does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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