Wolff Financial Management provides financial planning and wealth management services. They focus on understanding clients' goals and creating personalized plans. They manage assets on a discretionary basis, making investment decisions within the client's stated objectives. Wolff Financial also offers a wrap fee program where a single fee covers investment advice and certain transaction costs.
Fee Structure
Wolff Financial provides investment management and financial planning for an annual fee based on the value of your portfolio. This fee typically ranges from 0.00% to 1.00%, but may be negotiable based on the size of the account and complexity of your needs. Financial planning is included as part of the investment management services, not as a separate service.