The Wolter Group is a wealth management firm providing customized financial plans and portfolio management strategies. Financial planning covers areas like retirement, debt management, education savings, and estate planning. Investment management is discretionary, using stocks, bonds, mutual funds, and exchange-traded funds. Advice is tailored to individual client needs.
Assets Under Management$47M
Clients161
Advisors2
Avg. per Client$290K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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