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.
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.