Fees

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.

WOLFSTICH CAPITAL

Riverside Center | 275 Grove Street | Suite 2-400 | Newton, MA 02466

By Appointment Only
508-242-9400  |  info@wolfstichcapital.com

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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.