Samuel Pietrogallo is a CFP-designated registered investment advisor at Wolff Financial Management LLC, based in Kalamazoo, MI. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 360 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wolff Financial provides investment management and financial planning for an annual fee based on the value of your portfolio. This fee typically ranges from 0.00% to 1.00%, but may be negotiable based on the size of the account and complexity of your needs. Financial planning is included as part of the investment management services, not as a separate service.
Location
5938 Venture Park Drive, Kalamazoo, MI, 49009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wolff Financial Management LLC
State Registrations1 state
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