Allocation and Account Management

Includes the following benefits:

  • Annual risk tolerance evaluation using Finametrica software
  • Asset allocation and threshold rebalancing
  • Anytime portfolio allocation and performance reporting
  • Quarterly investment reports and annual face-to-face/virtual comprehensive reviews
  • No platform or annual account fees. Please see form ADV for more details on transaction fees by custodian.
  • Fees are based on average daily balance, billed quarterly, and in arrears.
    • Fee schedule is flat: 1.25%

Package Engagement

If both Wealth Wise Invest and Wealth Wise Plan are included in the engagement, fees on investment management are discounted. 

Complementary Services

  • Full access to Monthly newsletter, blog posts, social media, and library content
  • Invitation to public and webinar educational events. 
  • Introductory consultations with friends and family members of firm clients.