Fee Defined
Expenses for investment and tax planning are deductible, as itemized expenses, subject to IRS limitations (see IRS Section 212).
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.