Business Wise Insurance, Pllc

Overview

Business Wise Insurance, Pllc operates as an independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm combines advisory services with brokerage and insurance distribution: it acts as an insurance broker and sells other financial products while providing financial planning, portfolio management for individuals and small businesses, and manager selection for clients. It describes itself as a capital allocator and serves both individual/family and institutional clients. Compensation is primarily a percentage of assets under management, with the firm also charging hourly fees in some engagements. The adviser is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related adviser.

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Location & Offices