Gregory Woodard
Gregory Woodard is a registered investment advisor at Wilmington Trust Investment Advisors, INC., based in Rochester, NY, with 26 years of industry experience. Gregory 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 155 clients with $18B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.25% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $35.0M | 0.20% |
| $35.0M - $55.0M | 0.15% |
| $55M+ | 0.10% |
Fees vary by investment strategy. Different strategies have distinct fee schedules and minimum account sizes ranging from $3,000,000 to $5,000,000.
Fee Estimator
Location
180 South Clinton Avenue, Rochester, NY, 14604
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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
Gregory is a board and subcommittee member for Crestwood Children's Foundation/Hillside Children's Foundation since 2012, and a board member for McQuaid Jesuit High School since 2021. Gregory also owns rental property since 2006, which is not investment-related.
Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
Previous Registrations
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
Bear, Stearns & CO. INC.Broker
J.P. Morgan Securities INC.Broker
UBS Warburg LLCBroker
Sbc Warburg Dillon Read INC.Broker
State Registrations1 state
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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