Wolfbridge Wealth offers portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning services covering investments, insurance, taxes, retirement, college, and debt. Financial planning is included for investment management clients. Wolfbridge Wealth also advises pension plan sponsors.
Assets Under Management$69M
Clients43
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$69M
www.wolfbridgefinancial.com ·www.facebook.com/wolfbridgefinancial/?ref=bookm... ·www.wolfbridgewealth.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Annual fees are negotiable in certain cases. At no time will your fee exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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