Frequently Asked Questions
Are you a fiduciary?
Yes, we proudly uphold the role of a fiduciary, adhering to the highest standards of the Certified Financial Planner Board of Standards in addition to state and federal fiduciary law. This ensures we always act in your best interests, offering transparent, conflict-free advice.
Can I work with you remotely?
Absolutely! Our services are designed for remote accessibility, allowing us to provide personalized financial advice, strategic planning, and portfolio reviews from anywhere in the world via secure digital communication tools.
Do you have minimums?
Our minimum account size is $2 million, but we may reduce or waive this requirement on a case-by-case basis, especially for high-earners. Don’t hesitate to ask about your specific situation.
Where is my money held?
Your investment assets are custodied with Charles Schwab, known for its robust, secure platform that ensures the safety and accessibility of your investments.
Do you prepare tax returns or draft estate documents?
No, we do not prepare tax returns or draft estate documents. We refer clients to trusted CPAs and estate attorneys for these services. Our referrals are based on expertise and positive client feedback, with no financial benefit to us. We collaborate closely with these professionals to ensure your tax and estate planning integrates seamlessly with your overall financial strategy.
Are there any hidden fees?
No, we maintain complete transparency. The only fee you pay Wolf Pine Capital is a straightforward 0.65% of your managed assets. We do not receive commissions or kickbacks from financial products. However, the use of third-party money managers may incur additional fees paid directly to the manager, which we disclose upfront. We will provide low-fee alternatives and ensure you are fully informed about all costs.
How does Wolf Pine Capital make money?
We operate on a fee-only structure, charging 0.65% of managed assets. We receive no commissions or payments from financial products or technologies, ensuring unbiased, client-first advice.