Comprehensive Advisory Services
Fee for this service is $2,000.00 to $3,000
An advisory relationship focused on wealth management services including implementation of portfolio asset allocation decisions, and quarterly portfolio performance reports, and also suggestions and advice throughout the year on financial planning strategies.
Comprehensive Service Annual Fee Structure
Based on (AUM) Assets Under Management
| •$200,000 and under | 1.50% to 2.00% |
| •$200,000 to $500,000 | 1.25% to 1.50% |
| •$500,000 to $1,000,000 | 1.00% to 1.25% |
| •$1,000,000 to $2,000,000 | 0.50% to 1.00% |
| •$2,000,000 and above | negotiable** |
Privacy Policy
Disclosure
Site Credits
W3C Certified
Wolff Financial Advisors, LLC
(c) 2012-2013 All Rights Reserved
Registered Investment Advisor (RIA)
with the State of Colorado, DORA
Contact
Get In Touch
COLORADO OFFICE
Wolff Financial Advisors, LLC
11001 W. 120th Ave, Ste 400
Broomfield, Colorado 80021
11001 W. 120th Ave, Ste 400
Broomfield, Colorado 80021