Richard Wolffe is a CFA-designated registered investment advisor at Tsp Capital Management Group, LLC, based in Summit, NJ, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 144 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For fixed income only accounts, the annual fee ranges from 0.25% to 0.5%. Management fees are negotiable.
Fee Estimator
Location
382 Springfield Avenue, Suite 500, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Richard owns TreeWolf Productions, a publisher of golf books, since 1995. He spends minimal time on this non-investment related business, mostly on weekends or after hours.
Employment History
Current Registrations
Tsp Capital Management Group, LLC
State Registrations2 states
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