Joan Woodard
Joan Woodard is a registered investment advisor at Woodard & CO Asset Management Group INC, based in Bermuda Run, NC, with 7 years of industry experience. Joan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,812 clients with $1B 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 $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fee may be negotiable depending on amount invested. Certain exceptions apply to reduce or make negotiable the fee structure. These may include health, employment or other considerations.
Fee Estimator
Location
117 Kinderton Boulevard, Bermuda Run, NC, 27006
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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 →Employment History
Current Registrations
Woodard & CO Asset Management Group INC
State Registrations7 states
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