Fiscal Wisdom Wealth Management offers investment advice and recommendations to help clients meet their financial goals. They provide tailored portfolio management, working with clients to identify their goals, risk tolerance, and develop an appropriate asset allocation. They also offer financial planning services, including retirement planning, tax planning, and estate planning. Investment advice is provided on either a discretionary or non-discretionary basis.
Fee Structure
Fiscal Wisdom Wealth Management charges a percentage of your portfolio each year. The minimum annual fee is $1,000 and is negotiable. The fees will not exceed more than 2% of assets under management per year. For accounts managed under the Representative as Manager Program, the fees are 1% to 2% as agreed to by client.