Lone Wolf, Inc. is a registered investment advisor founded by Minh Tran, offering ongoing portfolio management and comprehensive financial planning services. The firm builds customized investment portfolios based on each client's specific financial situation, risk tolerance, and goals, utilizing strategies such as asset allocation, individual security selection, periodic rebalancing, and tax-aware management. Comprehensive financial planning is included at no additional charge with investment management, covering retirement planning, education funding, pension planning for business owners, tax planning coordination, estate planning coordination, insurance analysis, and cash flow budgeting. Clients can also engage Lone Wolf for standalone financial planning or project-based consulting on an hourly or flat-fee basis. The firm operates as a fiduciary, legally required to put client interests first, and provides services on a fee-only basis without accepting commissions or product sales charges. Lone Wolf custodies client assets with Altruist and Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable based on account complexity, relationship size, or other factors.