Wisdom Wealth Management provides wealth management services, including investment management and financial planning. They work with clients to create customized investment plans based on their individual needs and goals. They primarily invest in stocks, bonds, mutual funds, and ETFs. Financial planning services cover investment analysis, retirement planning, education planning, tax planning, and more. Wisdom Wealth Management may utilize outside managers and Dynamic Advisor Solutions for certain services.
Assets Under Management$32M
Clients14
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Minimum monthly fee of $625. Accounts less than $50,000 in client households less than $250,000 may be subject to a $4.50 monthly fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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