Andrew Pratt is a CFA-designated registered investment advisor at Wiser Wealth Management, INC, based in Marietta, GA, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 493 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for clients with $5,000,000 or more under management.
Fee Estimator
Location
125 Church St, Suite 220, Marietta, GA, 30060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew owns rental properties since 2017. He spends minimal time on this activity, and it is unrelated to his work at Wiser Wealth Management.
Employment History
Current Registrations
Wiser Wealth Management, INC
Previous Registrations
Homrich Berg
State Registrations1 state
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