Assets Under Management
$526.8M
Number of Clients
369
Number of Advisors
N/A
Average Client AUM
$1.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Wolf Group Capital Advisors provides investment advice and implements investment strategies for clients based on their individual circumstances. They offer financial planning as part of investment advisory services, as a standalone service for a fixed fee, or as a monthly subscription. They also recommend Third-Party Asset Management Programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.45% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
12701 Fair Lakes Circle, Suite 220, Fairfax, VA, 22033