Lone Wolf Trading (LWTL) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. LWTL creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. LWTL also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. LWTL primarily recommends buying U.S. stock indice ETFs on weakness and selling them on strength.
Assets Under Management$890K
Clients13
Advisors1
Avg. per Client$69K
Avg. per Advisor$890K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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