Assets Under Management
$132.5M
Number of Clients
136
Number of Advisors
4
Average Client AUM
$974K
AUM per Advisor
$33.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wulff Capital Management offers investment management and supervisory services to clients. They focus on liquid, publicly traded securities and do not offer financial planning or manage portfolios with illiquid assets. Investment decisions are tailored to individual client needs.
| Assets Under Management | 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.
100 Smith Ranch Road, Suite 330, San Rafael, CA, 94903