Wolfpack Wealth Management provides personalized investment management and financial planning services. The firm builds customized portfolios based on each client's individual needs and goals, utilizing discretionary authority to trade on their behalf. In addition to standalone investment management, Wolfpack offers comprehensive wealth management that bundles ongoing financial planning with portfolio supervision. Clients can also access standalone financial planning services on a complete, partial, or hourly basis, covering areas such as retirement planning, tax reduction strategies, cash flow management, estate planning coordination, and insurance review. Wolfpack is owned by Five M Holdings LLC and operates as a fee-only firm. Through an affiliated entity, Wolfpack Tax and Accounting LLC, the firm can also provide bundled tax preparation and accounting services for eligible wealth management clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fees are negotiable, prorated, and paid in arrears on a quarterly basis based on the average daily balance of the account. Firm also offers flat-fee wealth management ranging from $4,800 to $42,000 annually.
