Wizest INC.
Assets Under Management
$52K
Number of Clients
34
Number of Advisors
2
Average Client AUM
$2K
AUM per Advisor
$26K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wizest Inc. helps clients build and preserve wealth through its mobile app, offering model investment portfolios and investment education. Clients complete a questionnaire to identify their investment objectives and risk preferences, allowing the app to recommend suitable portfolios. Portfolios are offered on a discretionary basis and may be rebalanced.
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
Location
DE, United States