Wolf Group Capital Advisors
Assets Under Management
$526.8M
Number of Clients
369
Number of Advisors
N/A
Average Client AUM
$1.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wolf Group Capital Advisors offers investment advice and implements strategies based on individual client circumstances, managing accounts on a discretionary basis. They also provide financial planning, either as part of investment advisory services or as a standalone service for a fixed fee or monthly subscription. They may recommend Third-Party Asset Management Programs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.45% |
Fees are negotiable depending on client's unique situation.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management (see table). Standalone financial planning fees range from $3,500 to $7,500 or higher, depending on complexity. Advice on non-securities matters is billed hourly at $150-$450. Third-Party Asset Manager fees range from 0.28% to 0.50% annually. Fees are negotiable depending on the client's unique situation.
Areas of Practice
Location
12701 Fair Lakes Circle, Suite 220, Fairfax, VA, 22033