Jose Soto is a registered investment advisor at Direwolf Wealth Management, LLC, based in Woodlands, TX, with 7 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 33 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The exact percentage may be negotiated individually with each client. For sophisticated, qualified clients, Governing Dynamics may also agree to a performance-based fee (typically up to 20%).
Fee Estimator
Location
1095 Evergreen Circle, Suite 200, Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Direwolf Wealth Management, LLC
Previous Registrations
Ipg Investment Advisors, LLC
Ipg Investment Advisors, LLC
Direwolf Wealth Management, LLC
State Registrations1 state
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.