Bennett Woodward
Bennett Woodward is a CFA-designated registered investment advisor at Intelligent Wealth Solutions LLC, based in Austin, TX, with 21 years of industry experience. Their practice areas include Alternative Investments, Investment Management. Their firm serves 3,156 clients with $960M 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 | 0.35% |
Maximum annual fee is 35 basis points (0.35%). Fees are computed based on the market value of portfolio assets, payable either in arrears or in advance depending on the sub-adviser agreement.
Fee Estimator
Location
2801 Via Fortuna, Suite 250, Austin, TX, 78746
Get directionsHistory
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
Bennett is an Investment Adviser Representative for Waterloo Capital since 2016 and Intelligent Wealth Solutions since 2019. Both roles are investment-related.
Employment History
Current Registrations
Intelligent Wealth Solutions LLC
Waterloo Capital
Previous Registrations
Black Diamond Investment Partners, LLC
Raymond James & Associates, INC.
State Registrations2 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
More Advisors
- Randy Flowers, CFAIntelligent Wealth Solutions LLC
- John ChatmasIntelligent Wealth Solutions LLC
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Stephen Klein, CFADimensional Fund Advisors LP
- Ryan Donelson, CFP
- Paul Lueb, CFPMaslow Wealth Advisors