Wolverine Investment Advisors provides automated investment management services to individuals and high net worth individuals through an interactive digital platform. The firm uses an automated algorithm to determine a suitable investment strategy based on your age, risk tolerance, investment horizon, and investment objective. Investments are primarily in U.S. equities and money market securities. All communications are electronic, and there are no one-on-one interactions with financial professionals.
Assets Under Management$1.5M
Clients10
AdvisorsN/A
Avg. per Client$150K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.95% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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