About WISE FINANCIAL COUNSEL, LLC
Wise Financial Counsel, LLC is a financial advisory firm that provides expert financial guidance to clients. With a team of experienced professionals, Wise Financial Counsel is dedicated to helping clients achieve their financial goals and make informed decisions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and comprehensive investment management services
- Assists clients in developing and implementing financial strategies based on individual goals and risk tolerance
- Offers ongoing support and guidance to navigate changing market conditions
Facts and Insights
Wise Financial Counsel, LLC is committed to providing transparent and accurate information to their clients. Below are some key facts and insights about the firm:
- Average client portfolio size is $1 million
- Over 75% of clients have a long-term relationship with the firm
- The majority of clients report high levels of satisfaction with the firm’s services
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
Wise Financial Counsel, LLC offers a range of financial services to meet the diverse needs of their clients. These include:
- Personal Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Insurance Solutions
Client Types
Wise Financial Counsel, LLC serves a variety of client types, including:
- High net worth individuals
- Business owners
- Retirees
- Professionals
- Family offices
Fees & Compensation
Wise Financial Counsel, LLC operates as a fee-only advisor, meaning clients pay a percentage fee based on their assets under management. This structure aligns the advisor’s interests with the client’s and ensures unbiased advice. The fee schedule is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| $500,000 – $1 million | 1.25% |
| $1 million – $5 million | 1.00% |
| $5 million – $10 million | 0.75% |
Background
Wise Financial Counsel, LLC was founded in 2010 by John Wise, a highly experienced financial advisor with over 20 years of experience in the industry. John has a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP®).
Financial Advisor Disclosures to Know
As a registered investment advisor, Wise Financial Counsel, LLC is required to disclose certain information to clients. This includes any conflicts of interest, disciplinary history, and firm policies. Clients have access to this information through the firm’s Form ADV, which can be found on the Securities and Exchange Commission’s EDGAR database.
In conclusion, Wise Financial Counsel, LLC is a reputable and trusted firm that puts their clients’ best interests first. With a track record of success and a commitment to providing personalized financial guidance, the firm is a valuable resource for individuals and businesses seeking expert financial advice.