Wolf & Raven Private Wealth provides investment management services where they manage client investments based on their goals, risk tolerance, and time horizon. They utilize equities, fixed income securities, exchange-traded funds, mutual funds, and cash equivalents. They also offer financial planning services, including full financial plans and consultation services covering financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Annualized fee is negotiable based upon certain criteria (e.g., historical relationship, householding of Client accounts, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).