Wisdom Index Advisors provides wealth management solutions by combining investment management and advanced planning services. Investment management is based on academic research and long-term holding periods, using mutual funds, exchange-traded funds, and fixed-income securities. Advanced planning services cover financial planning, taxation, life insurance, retirement, college, and debt/credit planning.
Assets Under Management$200M
Clients190
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees may be negotiated on a case-by-case basis for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...