PlanWiser Financial provides investment management, financial planning, and consulting services. They manage portfolios for individuals, high-net-worth individuals, families, trusts, retirement plans, and charitable organizations. PlanWiser Financial primarily invests in equities, over-the-counter equities, American Depositary Receipts, and mutual funds. They also offer financial planning services covering investment, retirement, insurance, tax, estate, and education planning.
Fee Structure
PlanWiser Financial charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.30%, with a minimum recurring fee of $2,100 per year. The fee is calculated monthly in advance based on the average daily balance of your account. Fees are negotiable.