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.


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.