Business Wise Insurance, Pllc

Overview

Business Wise Insurance, Pllc is an independent registered investment adviser organized as a limited liability company that combines insurance distribution with fee-based advisory work. The firm serves both individuals and families as well as institutional clients, and it acts as a capital allocator—placing client capital with third-party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers, while its business activities also list insurance brokerage and other financial product sales. Fees are charged as a percentage of assets under management and, in some situations, on an hourly basis. The firm reports an owner of individual type and does not identify as an active ESG investor, a multi-state adviser, or a pension consultant. It is classified as an independent RIA and is not listed as a related adviser to another firm.

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