Denise Woodham is a registered investment advisor at Spring Creek Investments, based in Montevallo, AL, with 17 years of industry experience. Denise 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 6 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Spring Creek Investments charges either a percentage of assets (up to 0.50%) or an hourly fee (up to $850/hr), with a $5,000 minimum annual fee per account. Fees are negotiable based on the size of the account and other factors. Fees are generally charged quarterly.
Location
Montevallo, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spring Creek Investments
State Registrations1 state
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