Wisepath Financial Planning (WFP) is a fee-only registered investment advisor. WFP offers investment management services, where they manage client funds based on individual needs, and financial planning services, which include creating detailed financial plans to help clients achieve their goals. Financial planning can be project-based or ongoing. WFP may recommend outside investment managers. WFP does not receive commissions from third parties.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...