Wolfstone Wealth offers investment management and financial planning services. They learn about clients' financial situations and goals to create financial plans and manage investments. Wolfstone Wealth monitors investment performance and rebalances portfolios as needed. They also offer qualified plan consulting services to employee benefit plans.
Assets Under Management$110M
Clients153
Advisors1
Avg. per Client$720K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Wolfstone Wealth's investment management fees are negotiated and will not exceed 1.5% of the assets managed. Fees are charged quarterly, in advance, based on the market value of the assets at the end of the previous quarter.
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