FiWheels offers financial planning, income planning, retirement planning, investment management, retirement plan consulting, and estate planning. FiWheels uses quantitative, fundamental, technical, and economic analysis to determine investments. The firm manages three types of accounts: Fixed Income Wheel, Asset Allocation Wheel, and Trading Wheel. FiWheels does not receive commissions and acts as a fiduciary.
Assets Under Management$10M
Clients6
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
FiWheels manages investments in three different types of accounts, each with a different annual fee:
- Fixed Income Wheel: 0.19% of the account value
- Asset Allocation Wheel: 0.49% of the account value
- Trading Wheel: 1.99% of the account value
These fees are deducted quarterly from your account. Fees are negotiable based on account size and complexity.
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