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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. 

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Media Office: Fiscal Wise, Inc., 516 South Avenue, Media, PA 19063-4015Phone: 610-891-7760
Northern Lancaster County Office: Fiscal Wise, Inc., 112 Muddy Creek Church Rd, Denver, PA 17517
Lancaster - Meeting Office: Regency Offices, 2148 Embassy Drive (near Rohrerstown Road and Columbia Avenue), Lancaster, PA 17603

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