Wolfdog Capital LLC provides investment management services using a fundamental research process to identify undervalued stocks. WC builds concentrated portfolios of 10-20 individual equities. WC does not tailor its investment strategy to individual client needs, so it may not be suitable for all investors. WC requires clients to use Charles Schwab & Co. Inc. Advisor Services.
Assets Under Management$10M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...