Assets Under Management
$52K
Number of Clients
34
Number of Advisors
2
Average Client AUM
$2K
AUM per Advisor
$26K
Compensation
Fee-Only (AUM)Fixed/Hourly
Wizest Inc. helps clients build and preserve wealth through its mobile app. It offers model investment portfolios constructed by contracted portfolio managers and investment education to individual investors. Clients complete a questionnaire to identify suitable portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 0.50% |
Investment Management Fee is assessed only on the portion of the account balance over $50,000.
DE, United States