Wealth Without Barriers. A Clear Path for Every Stage.

Invest on Your Terms

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

There are no account minimums to begin. No commissions. No upsells. Just straightforward investing—guided by real people who listen, understand your priorities, and help you stay aligned.

That’s why we’ve designed three clear pathways—Initiate, Elevate, and Perpetuate Wealth—so you can start where you are, and grow with confidence at every stage.

Your Wealth Pathways

  • Transparent pricing: 0.95% annual fee for portfolios under $25,000 — with lower fees as your balance grows.

    There’s no minimum investment to begin. Even if your portfolio isn’t ready for active management yet, we’ll help you set a strong foundation with simple savings habits, clear guidance, and support to keep you moving forward.

    What you get:

    • No minimum investment required

    • Professionally managed portfolio access

    • Smart, automated rebalancing and oversight

    • Quarterly CapitalPulse™ snapshots to track progess

    • Fees that decrease as your wealth grows

    A simple, accessible way to begin investing — with clarity, consistency, and support from day one.

  • As your portfolio grows, your fee drops.

    Transparent pricing, no blending or hidden layers:

    • 0.85% annual fee on $25K–$99K

    • 0.75% annual fee on $100K–$249K

    • 0.65% annual fee on $250K–$499K

    Your pricing adjusts automatically as your balance evolves — giving you clarity and fairness at every step.

    What you get:

    • Personalized investment strategy through managed portfolios

    • Quarterly CapitalPulse™ updates

    • Year in Focus review with custom projections, scenarios, and stress testing — powered by Conquest.

    • Goal alignment and contribution guidance

    • Proactive, tax-aware and risk-managed approach

    • Direct access to your advisor when you need support

    Built for clients ready to strengthen their portfolio with steady guidance and intentional design.

  • Designed for continuity. Priced for scale.

    Transparent pricing as your portfolio grows:

    • 0.50% annual fee on $500K–$999K

    • 0.45% annual fee on $1M–$1.49M

    • 0.40% annual fee on $1.5M–$1.99M

    • 0.35% annual fee on $2M+

    Your fees adjust as your assets grow — giving you simplicity and alignment at every milestone.

    What you get:

    • A portfolio strategy built to sustain and grow multi-generational wealth

      • Proactive, tax-efficient management to reduce drag and preserve more of your returns

      • Comprehensive, forward-looking retirement and estate planning tailored to your unique goals

      • Ongoing insights through quarterly CapitalPulse™ and an annual Year in Focus review with advanced scenario analysis

      • Priority access to advanced tools, custom reporting, and dedicated founder-level service

    For those who value clarity and disciplined consistency — ensuring confidence and legacy across generations.

Start Your Journey