Brian Woodland is a registered investment advisor at Essex Private Wealth Management LLC, based in Topsfield, MA, with 32 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 216 clients with $330M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
7 Grove Street, Suite 201, Topsfield, MA, 01983
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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 Activities
Brian is a manager at Huntwicke Financial, Inc., an owner and manager of commercial properties, and a manager at Ipswich Brewery Partners, a commercial real estate rental company. He is also the President of Huntwicke Capital Group, a holding company with no business operations, but he participates in the management of the underlying entities.
Employment History
Current Registrations
Essex Private Wealth Management LLC
Huntwicke Securities, LLC
Huntwicke Securities, LLCBroker
Previous Registrations
Woodland Asset Management, LLC
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
Citigroup Global Markets INC.Broker
Sg Cowen Securities CorporationBroker
Cowen & CO.Broker
Olde Discount CorporationBroker
Winthrop Securities CO., INC.Broker
State Registrations10 states
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