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 under1.50% to 2.00%
•$200,000 to $500,0001.25% to 1.50%
•$500,000 to $1,000,0001.00% to 1.25%
•$1,000,000 to $2,000,0000.50% to 1.00%
•$2,000,000 and abovenegotiable**

Privacy Policy 
Site Credits
W3C Certified

Wolff Financial Advisors, LLC
(c) 2012-2013 All Rights Reserved

Registered Investment Advisor (RIA)
with the State of Colorado, DORA


Get In Touch


Wolff Financial Advisors, LLC
11001 W. 120th Ave, Ste 400
Broomfield, Colorado 80021
Phone: 303.353.0500


Wolff Financial Advisors, LLC
16427 North Scottsdale Rd. #410
Scottsdale, Arizona  85254
Phone: 480.454.8764