Fee Defined

FiscalWise focus is client based, not compensation based, which puts the client in control and certain of our orientation only toward their best interests. FiscalWise provides a valuable service that shows bottom line results that includes a fee-quote for our services. Fees are paid exclusively by our clients and this is the only way we accept compensation.

Expenses for investment and tax planning are deductible, as itemized expenses, subject to IRS limitations (see IRS Section 212). Our fee is estimated based on the required work.

FiscalWise total fee is typically less than that charged by most financial firms, even though we provide a far more comprehensive service. Unlike many money management firms, we make the costs of our services clear and transparent at all times.

Because our fee calculation incorporates both client income and investment portfolios, there is no minimum investment size. The fee, which is different for everyone, is fully disclosed at the start of our relationship, and represents 100% of the compensation that we receive. Clients receive a quarterly invoice for the dollar amount of fees. Our revenue is generated solely from our clients paying their invoices. FiscalWise retainer fees are a minimum of $600 per quarter.