At Wisdom, we believe great financial planning should be build on trust, that’s why we’re upfront about our fees, no awkward conversations, no surprises, and absolutely no fine print.

Financial advisor fees can vary widely based on the firms structure, but common models include :

Assets Under Management (AUM): A percentage-based fee on the value of your portfolio.
Flat Fee: A set fee for the specific service.
Hourly Rates: Pay for advice based on the time spent.

Most of our clients at Wisdom choose the Assets Under Management (AUM) model as their primary structure.

Industry Standard AUM fee typically range from 0.5%-2% annually, depending on the size of the portfolio and the level of service provided.

At Wisdom, we keep out AUM fees transparent and competitive ranging from 0.30%-1.50% annually, based on the complexity of your needs and the size of your portfolio.

Still have questions about pricing? Let’s chat!

Call: (813)254-9500

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