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Held-Away Account Services
At Wolfpack Wealth Management, we help clients take control of their entire financial picture, including assets held at other institutions, by integrating them into a cohesive, goal-driven strategy.
If you prefer to maintain discretion or already have investments held in external accounts (like 401(k)s or employer-sponsored plans), we offer Held-Away Account Services. This includes indirect portfolio management, ongoing monitoring, and tailored recommendations to ensure these assets remain aligned with your overall investment strategy and goals.
Contact us for a complimentary Financial Assessment.
Held-Away Account Services Structure
Our advisory support for held-away accounts is structured using a transparent, tiered approach based on assets under management (AUM) at quarter-end. This ensures you receive the right level of guidance and oversight for your needs, without requiring direct custody of your assets.
AUM-Based Relationship Structure: Annual advisory rates range from 0.25% to 0.45%, depending on the assets managed.
AUM | Annual Rate |
|---|---|
$2.5M - $5M | 0.35% |
Over $5M | 0.25% |
$0 - $2.5M | 0.45% |
(M = Million)
For example, a client with assets under management of $155,000 would be assessed an advisory rate of 0.45%.
The following example illustrates how the quarterly advisory amount is calculated as follows:
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Value of client's account(s) at quarter-end: $155,000
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Calculation: (0.45% ÷ 4) x $155,000 = $174.38
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