Wolf Pine Capital (WPC) offers investment management and financial planning services to individuals, high net-worth individuals, corporations, and employee benefit plans. WPC develops investment plans based on clients' goals and risk tolerance, and may use third-party managers. WPC also offers financial planning consulting services on a limited scope, and ongoing financial planning for a recurring fee.
Assets Under Management$21M
Clients11
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fee is 0.65% of assets under management. Third-party managers may charge separate fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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