Wolff Financial Planning manages investment portfolios and provides financial planning services. Financial planning includes business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, investment analysis, retirement planning, risk management, and tax planning strategies. Seminars are also offered.
Assets Under Management$12M
Clients29
Advisors1
Avg. per Client$400K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
First $500,000 of AUM is covered by the financial planning fee. Investment management fees not to exceed $25,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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