Fee-Only Fiduciary
What does it mean to be Fee-Only and Fiduciary?
At Wolf Pine Capital, we are proud to operate as a fee-only, fiduciary wealth management firm. These principles are the foundation of our commitment to providing transparent, client-first financial guidance in an industry often clouded by conflicting interests.
Fee-Only: We are only compensated by you, our client. We do not accept commissions, kickbacks, or incentives from financial products or third parties. This ensures our advice is unbiased and tailored solely to your needs.
Fiduciary: As fiduciaries, we are legally obligated to act in your best interests at all times. We prioritize your financial well-being over everything else, providing honest, transparent, and ethical guidance.
Why this matters to you
When you work with Wolf Pine Capital, you can trust that:
Every recommendation is made with hour goals in mind, free from external influence.
You are fully informed about all fees and costs upfront – no hidden charges.
Your financial success is our priority, aligning our interests with yours.
Our fee structure: simple and transparent
We charge a fixed percentage fee of 0.65% of assets under management. There are:
- No hidden fees
- No commissions
- No conflicts of interest
This structure aligns our success with yours and ensures you receive clear, unbiased financial advice.
Join the Fee-Only movement
At Wolf Pine Capital, we believe every individual deserves access to unbiased, transparent, and client-focused financial advice. If you’re considering an advisor, we encourage you to choose fee-only fiduciary firms—whether you work with us or another qualified advisor.
Let’s start building your financial future with trust and transparency. Contact us today.