Wolf Bay Wealth Partners provides investment management and financial planning services to individuals, high net-worth individuals, nonprofits, and businesses. As a fee-only firm, Wolf Bay Wealth Partners is only compensated by its clients. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee may be negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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