NS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
136 clients
Average Client Portfolio
$974K average
Assets Under Management
$132.5M
Fee Structure
Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on your portfolio size (see rates in table). Fees are billed quarterly in advance and are refundable upon cancellation. Fees are generally not negotiable except in unusual circumstances. While there is no fixed minimum account size, it would be uncommon for them to accept a client relationship involving less than $250,000.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
100 Smith Ranch Road, Suite 330, San Rafael, CA, 94903
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wulff, Hansen & CO.
May 2022 - Present · 3 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.