Assets Under Management
$304.2M
Number of Clients
953
Number of Advisors
5
Average Client AUM
$319K
AUM per Advisor
$60.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wise Wealth, LLC manages individualized portfolios using ETFs, mutual funds, bonds, and stocks. They utilize a sub-advisor for portfolio management and offer financial planning services separate from portfolio management, focusing on specific topics identified with the client.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are 'up to' the stated percentage and may be negotiated. A minimum annual fee is stated in the client's Investment Management Agreement and may be negotiated.
11 SE 2nd St., Lee'S Summit, MO, 64063