Wisdomtree Digital Management, Inc

CRD#322139
Investment Advisor Firm

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Learn more about Wisdomtree Digital Management, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Wisdomtree Digital Management, Inc is located at 250 West 34th Street, 3rd Floor, New York, NY. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Wisdomtree Digital Management, Inc is not a registered broker-dealer.

    The firm oversees $129.0 million in assets under management across 13 accounts, all of which are discretionary. Services offered include portfolio management for investment companies. The firm maintains affiliations with a broker-dealer or securities dealer, a trust company, and a commodity pool advisor. The fee structure is asset-based. Wisdomtree Digital Management, Inc serves investment companies, with investment companies being the largest client type by accounts.

    Assets Under Management

    $129.0 million

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    250 West 34Th Street, 3Rd Floor
    New York, NY 10119

    Wisdomtree Digital Management, Inc by the Numbers

    Total Assets Under Management

    $129.0 million

    National Average: $8.6 billion
    Total Number of Employees

    6

    National Average: 64
    Total Number of Accounts

    13

    National Average: 375,227
    Average Account Size

    $9.9 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees largely vary depending on the type of financial services offered. Fees charged by Wisdomtree Digital Management, Inc typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Wisdomtree Digital Management, Inc. The company is able to withdraw the fees directly from customer accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The firm provides services to investment companies. Out of its 13 clients, Wisdomtree Digital Management, Inc's biggest client by number of accounts is investment companies. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Wisdomtree Digital Management, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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