Gary Wood
Gary Wood is a CFP-designated registered investment advisor at Bdc Capital Management, INC., based in Glen Allen, VA, with 34 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 239 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
4101 Cox Road, Suite 315, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is involved with BDC Capital Management, dedicating about half of his time to insurance sales since 1997 and a few hours per week to his role as a registered investment advisor since 2011. His financial planning is fee-based.
Employment History
Current Registrations
Bdc Capital Management, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.