Wolff Financial Advisors (WFA) offers investment advice and financial planning to individuals, pension plans, trusts, estates, and businesses. WFA provides discretionary portfolio management, meaning they make investment decisions for you. They also offer financial planning services covering tax, insurance, estate, disability, business, retirement, education, and budgeting.
Fee Structure
Wolff Financial Advisors charges a fixed annual fee for financial planning and investment management services, up to a maximum of $15,000. For clients with fewer assets who don't need financial planning, the fee will not exceed 1.75% of the assets managed. For clients with complex portfolios needing ongoing management and planning, the fee is up to $15,000, but will never exceed 1.75% of the assets managed. Fees are negotiable and billed quarterly.