Rare Wolf Capital provides investment management and financial planning to individuals and other clients. The firm works with clients to understand their financial situation, goals, and risk tolerance. Based on this information, Rare Wolf Capital creates an investment approach using stocks, bonds, ETFs, and other securities. The firm also offers bill pay services to existing clients as an administrative convenience.
Assets Under Management$190M
Clients33
Advisors1
Avg. per Client$5.7M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable for accounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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