Retire Wise provides personalized investment management and financial planning services for individuals, families, and businesses. Retire Wise builds custom portfolios based on each client's specific goals, risk tolerance, and time horizon, and has the authority to make trades on your behalf. When appropriate, Retire Wise may partner with outside managers to handle a portion of your portfolio. In addition to managing investments, Retire Wise offers comprehensive financial plans covering topics like retirement income strategies, cash flow analysis, tax reduction planning, risk management, and estate preservation, as well as hourly consultations for specific financial questions. Retire Wise also helps clients with insurance products through related business activities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on factors such as historical relationship, type of assets, and total portfolio size.