Pricing Guidelines

Wise Planning Fees are based on assets and complexity of the client profile. The matrix below provides the fee range for levels of investment assets.  Investment Assets are generally defined as all assets owned other than a personal residence, personal property, and closely held business.

Investment Assets	Annual Fee Range
$0-$800,000	$3,000
$800,000-$1,200,000	$3,000	$4,800
$1,200,000-$1,600,000	$4,800	$6,400
$1,600,000-$2,000,000	$6,400	$8,000
$2,000,000-$3,500,000	$8,000	$10,000
$3,500,000-$5,000,000	$10,000	$12,000
$5,000,000-$7,500,000	$12,000	$15,000
$7,500,000 – $20,000,000	$15,000	$22,000
$20,000,000+	Negotiated