Wisdom Index Advisors's Form ADV discloses 1.00% on the first $500,000, 0.90% on the next $500,000, 0.80% on the next $500,000, 0.70% on the next $500,000, and 0.50% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #132567), Wisdom Index Advisors is subject to fiduciary duty under federal law.
Wisdom Index Advisors is headquartered in PROSPER, TX.
Wisdom Index Advisors serves 75 high-net-worth clients according to their SEC filing dated July 8, 2026. View client details ↓
According to their SEC Form ADV, Wisdom Index Advisors offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Wisdom Index Advisors manages $221 million in client assets according to their SEC filing dated July 8, 2026.
According to their SEC Form ADV, Wisdom Index Advisors serves high-net-worth individuals and institutional clients. View client details ↓