Wolfhound Wealth provides ongoing portfolio management services based on your individual goals, risk tolerance, and time horizon. WWL creates a plan to help select a portfolio that matches your specific situation. WWL generally limits its investment advice to fixed income securities, equities, ETFs, commodities and non-U.S. securities, although WWL primarily recommends equities.
Assets Under Management$12M
Clients4
Advisors1
Avg. per Client$3M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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