Woodrow Willey
Woodrow Willey is a CFP, PFS-designated registered investment advisor at A.G.P / Alliance Global Partners, based in Annapolis, MD, with 29 years of industry experience. Woodrow is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.
Fee Estimator
Location
61 Cornhill Street, Annapolis, MD, 21401
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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 ActivitiesSells Insurance
Woodrow is a Vice President at Sherwood Associates Inc. and a CPA involved in preparing tax returns and doing tax planning. He is also a fixed life insurance agent.
Employment History
Current Registrations
A.G.P. / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
A.G.P / Alliance Global Partners
Previous Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
H. Beck, INC.
H. Beck, INC.Broker
Ifg Network Securities, INC.Broker
State Registrations8 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.
Exams
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