Wolf Group Capital Advisors Review


Trust Score 96%
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Wolf Group Capital Advisors, federally registered in 2002, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 3 advisors. Wolf Group Capital Advisors manages $290.4 million and provides investment advisory services for 234 clients (1:78 advisor/client ratio).

Wolf Group Capital Advisors requires a $500,000 minimum investment and charges a blended rate between 1.50% and 0.45% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has been federally registered for 16 years

Considerations


  • There is only one licensed advisor for every 78 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $1,500
Average Account AUM $1,240,860
Hybrid Advisor No
Disciplinary History No
Total AUM $290.4 million
Advisor / Client Ratio 1:78
Headquarters Fairfax, VA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $499,999 1.50%
$500,000 to $999,999 0.95%
$1,000,000 to $2,499,999 0.85%
$2,500,000 to $4,999,999 0.70%
$5,000,000 to $9,999,999 0.60%
$10,000,000 to $24,999,999 0.50%
$25,000,000+ 0.45%


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