Overview

Headquarters
San Rafael, CA
Total Firm Assets
$145 million
Average High-Net-Worth Client Portfolio Size
$1.6 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: WULFF CAPITAL MANAGEMENT (2026-07-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 $1,250,000 1.00%
$1,250,001 $4,000,000 0.75%
$4,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,250 1.12%
$5 million $39,375 0.79%
$10 million $64,375 0.64%
$50 million $264,375 0.53%
$100 million $514,375 0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
72.86%
Number of High-Net-Worth Clients
65
Total Client Accounts
143
Discretionary Accounts
143

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
908

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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