TAMP recommendations/Vise
Aug 11, 2021 6:57 pm
Been an independent for about 8 years now. Looking to spend less time doing portfolio management. There’s this up-and-coming company called Vise that seems like a pseudo-TAMP that seems promising, but not yet established. Has anyone had any experience with them? The 50bps fee seems like a lot.
Oct 8, 2021 1:28 pm
Never heard of Vise, but there a many TAMP’s that will do it for less than 50 bps. I just called through most of them, message me if you want to discuss.
Source URL:https://www.wealthmanagement.com/forums/rias-independents/tamp-recommendations-vise