Wolfgang Capital offers investment management and financial planning services. Investment management involves creating a portfolio based on your goals and risk tolerance. Financial planning is available to investment management clients at no additional cost and includes a review of wills, estate plans, investments, taxes, and insurance. Wolfgang Capital also holds educational seminars and workshops.
Assets Under Management$130M
Clients430
Advisors4
Avg. per Client$300K
Avg. per Advisor$32M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $200K | 1.85% |
| $200K - $300K | 1.70% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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