Wolfstich Capital, LLC is a fee-only financial advisor who is not compensated based on the sales of any product.
Our services are designed for clients with investment portfolios of $750,000 or more. The following fees include financial planning and investment management services:
- 1% on the first $1,000,000 of assets under management
- .5% on the next $2,000,000
- .25% on any assets over $3,000,000
Table of Fees
Click below to download the full Table of Fees.
Riverside Center | 275 Grove Street | Suite 2-400 | Newton, MA 02466
By Appointment Only
508-242-9400 | email@example.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.