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