Wisdom Wealth Investment Advisors Fees & Minimum

Overview

Headquarters: Phoenix, AZ
Total Firm Assets: $139 million
Average High-Net-Worth Client Portfolio Size: $2.1 million

Fee Disclosure

Source: WISDOM WEALTH INVESTMENT ADVISORS LLC BROCHURE (2026-04-08) · View brochure text
Latest filing: WISDOM WEALTH INVESTMENT ADVISORS LLC BROCHURE (2026-09-25) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$100,000	2.00%
$100,001	$500,000	1.75%
$500,001	$750,000	1.50%
$750,001	$1,000,000	1.25%
$1,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,875	1.59%
$5 million	$55,875	1.12%
$10 million	$105,875	1.06%
$50 million	$505,875	1.01%
$100 million	$1,005,875	1.01%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 61.11%
Number of High-Net-Worth Clients: 40
Total Client Accounts: 678
Discretionary Accounts: 678

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 170536

WISDOM WEALTH INVESTMENT ADVISORS LLC BROCHURE (2026-09-25) · View brochure text
WISDOM WEALTH INVESTMENT ADVISORS LLC BROCHURE (2026-04-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Wisdom Wealth Investment Advisors LLC disclose?

Is Wisdom Wealth Investment Advisors LLC a fiduciary?

Where is Wisdom Wealth Investment Advisors LLC located?

How many clients does Wisdom Wealth Investment Advisors LLC have?

What services does Wisdom Wealth Investment Advisors LLC offer?

How much does Wisdom Wealth Investment Advisors LLC manage?

What types of clients does Wisdom Wealth Investment Advisors LLC serve?

Wisdom Wealth Investment Advisors LLC