Plan Wise Wealth Group provides investment management services on a discretionary or non-discretionary basis. Plan Wise also offers financial planning and consulting services, including full financial plans and assistance with individual financial topics. Plan Wise may hire sub-advisors or co-advisors to manage client assets.
Fee Structure
Plan Wise Wealth Group charges a flat annual investment advisory fee of up to 2% of the total value of your portfolio. This fee is negotiable. Fees are billed monthly based on the value of your portfolio on the last business day of the previous month. Plan Wise also works with Gradient Investments, LLC as a co-advisor, with fees of 1.50% annually for Strategic, Tactical, Allocation & Defined Outcome, and Private Wealth Portfolios, and 1.00% annually for Preservation Portfolios. Plan Wise receives a portion of these fees.