Simple & Fair Pricing — Invest Without Barriers

Grow on Your Own Terms

At Wiseman Capital, we believe investing should be accessible, transparent, and built around what matters to you.

No account minimums. No sales commissions or hidden fees. Just thoughtful, tech-enhanced investing—guided by real people who understand your goals.

Whether you're just getting started, growing your portfolio, or planning for retirement, we're here to help you invest with intention and stay aligned as your wealth evolves.

Our Programs

  • Transparent pricing: 0.85% annual fee for portfolios under $25,000, with lower fees as you grow.

    Getting started shouldn’t be complicated. We keep fees simple—then automatically lower them as your portfolio grows.

    • No minimum investment required

    • AI-enhanced insights

    • Smart rebalancing and tax-aware investing

    • Ability to lower fees as your portfolio grows

    A simple, accessible way to begin investing—with modern tools and clear support.

  • As your portfolio grows, your fee drops.

    No blending. No hidden layers. Just transparent pricing at each milestone:

    • 0.75% annual fee on $25K–$99K

    • 0.65% annual fee on $100K–$249K

    • 0.50% annual fee on $250K–$499K

    Your pricing adjusts automatically as your portfolio evolves.

    • Personalized investment strategy

    • AI-enhanced goal tracking and insights

    • Custom financial projections

    • Priority access to your advisor

    • Tax-aware and risk-managed approach

    Built for clients ready to take their portfolio to the next level—with smart guidance and intentional design.

  • Designed for preservation. Priced for scale.

    Your fee decreases as your portfolio grows:

    • 0.45% annual fee on $500K–$999K

    • 0.40% annual fee on $1M–$1.49M

    • 0.35% annual fee on $1.5M–$1.99M

    • 0.30% annual fee on $2M+

    Transparent, scalable, and aligned with your evolving goals.

    • Portfolio strategy tailored to long-term and legacy objectives

    • Tax-efficient management to help reduce the impact of taxable gains

    • Comprehensive risk management built around your needs

    • Access to advanced tools, reporting, and enhanced service

    For clients seeking clarity, continuity, and confidence as their wealth grows.