Wisdom Investments provides investment management and financial planning services. They work with individuals, high net worth individuals, non-profit organizations, retirement plans, and other businesses. Wisdom Investments offers discretionary investment management, meaning they can make trades without asking you first. They also offer financial planning services, including financial reviews, partial financial plans, and comprehensive financial plans.
Assets Under Management$40M
Clients107
Advisors2
Avg. per Client$380K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Investment management fees are negotiable for accounts over $5 million. There is a minimum quarterly fee of $375.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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