Woodrow Willey
Woodrow Willey is a CFP, PFS-designated registered investment advisor at A.G.P / Alliance Global Partners, based in Holmdel, NJ, with 28 years of industry experience. Woodrow operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
2137 Route 35, Suite 345, Holmdel, NJ, 07733
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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.