Woolly Mammoth provides portfolio management services on a discretionary basis. They review your financial situation, goals, and risk tolerance to customize portfolios. They typically recommend exchange-listed stocks, mutual funds, index funds, exchange-traded funds (ETFs), stock options, and bonds. In rare situations, they may recommend private placement offerings. Woolly Mammoth may use margin or leveraged products.
Assets Under Management$5.3M
Clients2
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable at the discretion of Woolly Mammoth.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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