Wiss Private Client Advisors, LLC

Wiss Private Client Advisors, LLC, a registered investment adviser established in September 2017, offers financial planning, consulting, investment management, and wealth management services. The firm, principally owned by Wiss & Co, LLP, had $809,666,561 of assets under management as of December 31, 2024. Clients can engage the firm for a range of financial services, including goals-based planning, investment consulting, retirement planning, and risk management. Wiss Private Client Advisors, LLC manages client portfolios on a discretionary or non-discretionary basis, primarily allocating assets among mutual funds, ETFs, individual securities, and independent managers. The firm may recommend certain clients invest in privately placed securities. Clients have discretion over decisions and can impose restrictions on account management. The firm utilizes fundamental and technical analysis in its investment strategies, with a focus on long-term and short-term purchases. Wiss Private Client Advisors, LLC charges fees based on assets under management, ranging from 0.65% to 1.50%. The firm recommends clients use National Financial Services LLC and Fidelity Brokerage Services LLC for custody and brokerage services. Wiss Private Client Advisors, LLC does not provide performance-based fees, requires a minimum account value of $1,000,000, and does not accept direct brokerage arrangements. The firm conducts regular account reviews and does not provide compensation to third-party solicitors for client referrals.