Wiser Wealth Management provides financial planning and investment management services. Financial planning covers investment goals, risk tolerance, retirement, taxes, insurance, and estate planning. Investment management is discretionary, using personalized investment allocation models and primarily exchange-traded funds (ETFs). Wiser Wealth also offers retirement plan advisory services for small business owners.
Assets Under Management$400M
Clients493
Advisors5
Avg. per Client$820K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
