Wismar Financial offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They also provide personalized financial planning services covering areas like cash flow, retirement, investments, insurance, and estate planning. Wismar exercises discretionary trading authority unless a client requests otherwise. The firm does not participate in wrap fee programs.
Assets Under Management$3.4M
Clients17
Advisors2
Avg. per Client$200K
Avg. per Advisor$1.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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