Wulff, Hansen & CO.
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
About This Firm
Wulff Capital Management provides investment management and supervisory services, focusing on liquid, publicly traded securities. They do not offer financial planning or manage portfolios with real estate, proprietary products, or crypto-currencies. Investment decisions are tailored to individual client needs.
Fee Structure
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
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
Location
100 Smith Ranch Road, Suite 330, San Rafael, CA, 94903