Viso Wealth Management is a registered investment advisor founded in 2025 and based in Moorestown, New Jersey. The firm provides personalized wealth management services, combining investment portfolio management with comprehensive financial planning. Viso Wealth Management creates customized investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may utilize third-party managers when appropriate. For clients with more than $1 million invested, a comprehensive financial plan is included at no additional cost. In addition to ongoing wealth management, Viso Wealth Management offers standalone ongoing and project-based financial planning covering retirement, taxes, estate planning, cash flow, employee benefits, and business planning. The firm operates as a fee-only practice, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable at the advisor's discretion. Clients with more than $1,000,000 in assets under management receive a financial plan at no additional fee.