WealthWise Asset Management offers investment advice and wealth planning services to individuals and families. Services include educational seminars, financial planning, retirement planning, investment management, portfolio construction, and comprehensive wealth management. WealthWise does not have discretionary authority over client accounts, meaning clients execute their own trades based on WealthWise's recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
WealthWise Asset Management charges an hourly fee of $150 for investment management services. The typical time required for investment management is 1-3 hours. Any ongoing monthly monitoring will be agreed to and billed separately.
Loading...