Timothy Woods is a CFA-designated registered investment advisor at Lisanti Capital Growth LLC, based in New York, NY, with 1 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 18 clients with $430M 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 $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.70% |
| $30M+ | 0.70% |
Rates shown are for the Small Cap Growth strategy. The SMID Cap Growth strategy charges 0.80% on the first $10 million, 0.70% on the next $10 million, and 0.60% on the next $10 million. Fees are negotiable for accounts over $30 million.
Fee Estimator
Location
777 Third Avenue, 14th Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lisanti Capital Growth LLC
Previous Registrations
Lisanti Capital Growth LLC
State Registrations1 state
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Exams
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