WISE WEALTH, LLC
Lee's Summit, Missouri
3.4
6 Reviews
Wise Wealth, LLC is a reputable local investment advisory firm with a strong presence in Lee's Summit, MO, operating from six office locations. With a team of 13 employees, including nine dedicated to investment advisory services, the firm offers comprehensive financial guidance to its clients. Benefiting from an average of approximately $19,710,000 in assets under management per investment advisor, Wise Wealth ensures personalized attention and tailored strategies for each client's unique needs. Their compensation structure encompasses various options, such as a percentage of assets under management and hourly charges, providing...
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Assets Under Mgmt

$177.37M

Investment Professionals

9

Locations

5

% 401K & Individual

61%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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