Wolfson Wealth Management provides investment management and financial plan checkups. Investment management involves creating and managing portfolios of stocks, bonds, ETFs, and other securities tailored to client needs. Financial plan checkups include risk tolerance assessment, investment reviews, and goal setting, resulting in a personalized report and consultation. Wolfson Wealth Management typically does not allow clients to impose restrictions on investments.
Assets Under Management$21M
Clients38
Advisors2
Avg. per Client$560K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.5%. Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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