Wise Asset Management L.L.C.
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About
Wise Asset Management L.L.C. provides ongoing portfolio management for individual clients, preparing an Investment Policy Statement and implementing asset allocation, security selection, and regular monitoring. The firm states it has no account minimum for its services.
The firm says it employs both fundamental and technical analysis and generally pursues a long‑term trading approach, typically managing accounts on a discretionary basis under customized Investment Policy Statements. Its stated investment universe is generally limited to equities, fixed income, exchange‑traded funds (including precious‑metals ETFs), Treasury Inflation‑Protected Securities, and commodities, and the firm requires client accounts to be held at Schwab Institutional.
The brochure discloses a small scale of operations — about $1.98 million in discretionary assets under management across roughly ten client accounts — and also notes the firm does not aggregate trades for multiple clients, which may affect execution and pricing. The firm’s principal provides separate relocation and separation/divorce management services and the brochure discloses that the firm may receive research and other benefits from its custodian, arrangements the firm identifies as potential conflicts of interest that are disclosed to clients.
Client services
Expertise
Fee options
1.00% annually
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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