Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 0.00% |
| $50K+ | 0.50% |
Investment Management Fee of 0.50% per year is assessed only on the portion of the account balance over $50,000.
Fee Estimator
Wizest charges a monthly or annual subscription fee for access to the Wizest App. In addition, clients with balances exceeding $50,000 will pay an Investment Management Fee of 0.50% per year, assessed only on the portion of the account balance over $50,000. This fee is charged and billed monthly and in advance. Clients may also pay other fees or expenses to third parties, such as ETF expenses or transaction fees.
Areas of Practice
Advisor Information
Office location
Miami Lakes, FL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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