Mike Wolters & Associates is an investment advisory firm that manages client accounts at Charles Schwab. They offer three investment strategies: Moderately Conservative, Moderately Aggressive, and Aggressive. The firm considers political and economic factors, interest rates, and technical analysis when making investment decisions. They primarily invest in Exchange Traded Funds (ETFs) and, for the Aggressive Strategy, individual stocks.
Assets Under Management$21M
Clients85
Advisors2
Avg. per Client$250K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.83% |
| $1.0M - $1.5M | 1.66% |
| $1.5M - $2.0M | 1.49% |
| $2M+ | 1.32% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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