Wise Wealth, LLC

The firm charges an annual management fee based on a percentage of assets under management, calculated monthly and collected quarterly in arrears. For example, an account with a quarter-end value of $1,000,000 will be charged at a rate of 1.35% for the first $500,000 and 1.25% for the remaining $500,000. The management fee includes the Sub-Advisor’s management fee, with a maximum of 0.75%. Financial planning services are offered at an hourly rate of $100. Clients may not be charged a financial planning fee if you engage in our portfolio management services. The minimum annual fee is stated in the client’s Investment Management Agreement and may be negotiated.