Wolfstich Capital provides financial planning and investment management services. Financial planning covers topics like financial goals, investment analysis, retirement strategy, and estate preservation. Investment management involves creating and managing portfolios based on a client's individual needs and objectives. Wolfstich manages accounts on a discretionary basis and may use sub-advisors.
Assets Under Management$160M
Clients80
Advisors1
Avg. per Client$2M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
The annual fee is negotiable. Wolfstich may utilize the services of a Sub-Advisor to manage clients’ investment portfolios. When using Sub-Advisors, the client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by Wolfstich.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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