Wolfson Private Wealth provides investment advice tailored to clients' needs and objectives. They offer discretionary portfolio management, where they make investment decisions for you, and financial planning services, which include creating a written plan to help you achieve your financial goals. They may invest your assets according to model portfolios developed by an unaffiliated investment manager.
Fee Structure
Wolfson Private Wealth charges an annual fee for managing your investments, ranging from 0.5% to 1% of your portfolio's value. The exact percentage depends on the amount you invest, the type of services provided, and the level of administration requested. The fee is calculated based on the average daily balance and is billed quarterly. The advisory fee is negotiable.