Direwolf Wealth Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Governing Dynamics, operating as Direwolf Wealth Management, offers portfolio management services to high-net-worth individuals. They use fixed income, publicly listed equities, and options. Client accounts are managed based on their objectives, risk tolerance, and financial profile. Their investment approach combines top-down market analysis, fundamental evaluation of securities, and technical analysis for timing decisions.

Assets Under Management$9M
Clients33
Advisors3
Avg. per Client$270K
Avg. per Advisor$3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The exact percentage may be negotiated individually with each client. For sophisticated, qualified clients, Governing Dynamics may also agree to a performance-based fee (typically up to 20%).

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Direwolf Wealth Management, LLC | TrueAdvisor