Wisdom Wealth Investment Advisors offers personalized investment advice and financial planning services to individuals, families, and businesses. Services include portfolio management, financial planning, advisory consulting, and pension consulting. Financial planning is included with portfolio management. Wisdom Wealth uses both discretionary and non-discretionary portfolio management services.
Assets Under Management$140M
Clients271
Advisors2
Avg. per Client$510K
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 2.00% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Depending on the arrangements made at the time of the engagement we may offer a blended fee schedule based on the above tiered fee schedule. Fees may be negotiated with the responsible plan fiduciary on a case-by-case basis depending on the nature of the services required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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