Catherine Woodman is a CFP-designated registered investment advisor at Holon Wealth Management, based in Eugene, OR, with 25 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M+ | 0.80% |
Fees are negotiable. The above fee schedule excludes any outside manager fees. When an outsider manager is used, the manager’s separate fees will be charged, and in addition to HWM’s advisory fees. The total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Location
Eugene, OR
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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
Holon Wealth Management
Impact Investors
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Protected Investors of America
Protected Investors of AmericaBroker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations2 states
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