Theodore Wolfstich is a CFP-designated registered investment advisor at Wolfstich Capital, LLC, based in Medfield, MA, with 20 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 80 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
The annual fee is negotiable. Wolfstich may utilize the services of a Sub-Advisor to manage clients’ investment portfolios. When using Sub-Advisors, the client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by Wolfstich.
Fee Estimator
Location
445 Main Street, Suite 303, Medfield, MA, 02052
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Theodore is a board member of the Medfield Lions Club, a charitable organization, since 2023. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wolfstich Capital, LLC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.