Wolff Financial Advisors provides personalized portfolio management and broad-based financial planning services. The firm tailors its investment strategies to each client's specific goals and risk tolerance, utilizing a mix of equities, corporate debt, municipal bonds, exchange-traded funds, mutual funds, government securities, and options. In addition to managing investments, Wolff Financial Advisors offers comprehensive financial planning covering tax planning, insurance, estate planning, disability planning, business planning, retirement planning, education planning, and budgeting and cash flow analysis. Derek Wolff serves as the managing member and principal owner, operating from offices in Broomfield, Colorado, and Scottsdale, Arizona.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are charged up to a maximum annual rate of 1.75% of assets under management, with an overall firm maximum of $15,000 per year for combined services. Exact fees are negotiated case by case.