Wulff Capital Management provides ongoing investment management services, primarily managing portfolios of publicly traded securities. They tailor investment advice to each client's needs and objectives. They do not offer financial planning or manage portfolios including real estate, crypto, or insurance products. Wulff Capital Management is a division of Wulff, Hansen & Co., which is also a registered securities broker/dealer and municipal advisor.
Assets Under Management$130M
Clients136
Advisors4
Avg. per Client$970K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.3M | 1.00% |
| $1.3M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are generally not negotiable except in unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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