About Our Services
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“Financial planning is the process of meeting your life goals through the proper management of your finances.” Life goals can include things like buying a house, saving for your children’s education, being able to choose whether or not to continue working, traveling and being financial independent through the later part of your life. Financial planning services are provided on an hourly basis. Currently we charge $120 an hour. For more details about the process please read the web page dedicated to financial planning.
Portfolio Management Services – WiseWealth will manage your investments for you. This includes creating a personalized Investment Policy Statement, implementing your portfolio, monitoring your portfolio performance, providing income from the portfolio and periodic rebalancing. These services are provided by annually charging between 0.20% and 0.60%, of the portfolio balance, depending on the size of the account and whether the accounts are taxable or tax deferred. We do not recommend Portfolio Management Services for everyone! Please read the web page dedicated to Portfolio Management Services for more details about the process, our fees and who we recommend use these services. |
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