Wise Wealth Management, LLC

Wise Wealth Management LLC, established in 2004 by Stephanie Meket, is a SEC registered investment adviser offering comprehensive wealth management services. The firm tailors investment recommendations to individual client needs, allocating assets among various securities based on client objectives and risk tolerance. As of December 31, 2024, the firm managed approximately $119,060,682 of client assets on a discretionary basis. Fees are charged based on a percentage of assets under management, ranging from 1.00% to 2.00% annually. Wise Wealth Management generally recommends utilizing Charles Schwab for investment accounts, with fees prorated and charged quarterly. The firm does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' interests. Clients have the option to delegate proxy voting and may impose restrictions on investments. The firm conducts regular account reviews and provides detailed reports to clients. Stephanie Meket and James McDonald are the key professionals at the firm, with no disciplinary incidents reported for either. Stephanie Meket supervises regulatory matters, and clients are the sole source of compensation for both professionals.