Does your firm have a minimum account size?

No, we don’t have a strict minimum account size.

That said, our wealth management services are typically the best fit for individuals and families with around $1 million or more in investable assets, where we can deliver the most value through comprehensive planning and ongoing investment management.

For those with under $750,000, we offer a lower-cost solution through our partnership with Betterment. This platform provides access to our portfolio models along with features like high-yield savings, all at a reduced annual fee of 0.50%.

At Wiser Wealth Management, our goal is to meet you where you are and provide the right level of service for your needs.