Assets Under Management
$259.8M
Number of Clients
2,579
Number of Advisors
10
Average Client AUM
$101K
AUM per Advisor
$26.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fiscal Wisdom Wealth Management (FWWM) offers tailored portfolio management and financial planning services. Investment advice is provided on a discretionary or non-discretionary basis. The firm may refer clients to other professionals and receives referral fees. Client portfolios may include various financial products, including ETFs, mutual funds, equities, and bonds.
61 Maple Avenue, Canton, CT, 06019