Wolf Pack Wealth provides financial advice to individuals, high-net-worth individuals, and small business owners. Services include financial planning, portfolio management, retirement planning, estate planning, and insurance solutions. Wolf Pack Wealth emphasizes a collaborative approach, providing clients with the tools and knowledge needed to achieve financial independence and long-term success.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Accounts under $100,000 are charged a flat fee of $100/month. The advisory fee rate decreases from 1.00% at $250,000 to 0.85% at $1,000,000. For accounts exceeding $1,000,000 Wolf Pack Wealth offers a tailored fee structure based on individual needs and portfolio complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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