Wiss Private Client Advisors provides financial planning, consulting, investment management, and wealth management services. They manage client investment portfolios using mutual funds, ETFs, individual securities, and independent investment managers. They also recommend investments in privately placed securities and digital assets to eligible clients. Wiss Private Client Advisors tailors its services to individual client needs and objectives, consulting with clients to assess their risk tolerance, time horizon, and liquidity constraints.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.10% |
| $4.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.65% |
For asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Wiss Private Client Advisors, LLC may negotiate a fee rate that differs from the range set forth above.