Our investment management services consist of fee-based asset management services, and, in some cases, commission-based investment products.
We offer several different negotiated, fee-based platforms. Commission-based programs that adhere to the fiduciary standard have no fixed fee, and commissions are paid based on your account’s activity and the amount you decide to invest.
Brokerage Account Access
Utilizing the brokerage platform, WealthscapeSM – The individual puzzle pieces, or some specific accounts of your financial investments. These will be specific accounts, which might include mutual funds families, equities, bonds, etc. Different from a 401K, or a Roth IRA, there are no limits to the amount of money that can be put into a brokerage account. These are several different alternative investment options to invest money in, when some individuals have hit a cap on their other investments. Wealthscape is the brokerage platform where Wiser’s registered advisors and staff, will help carry out your trades, of buying and selling investments.
WealthscapeSM is a service mark of FMR LLC.
Consolidated Reporting System
Albridge – The full picture of the financial puzzle, with all the pieces includes and the advisor showing you where the puzzle pieces should ideally go. This platform is used as a tool between you and your advisor to see 24/7 updates on how your financial picture is coming together for the long term, and where it’s at for the short term. You would be able to see the full picture of your brokerage account, outside investments, where you and your advisor help put it all together.