Timothy Wood is a registered investment advisor at Foster & Wood, INC., based in Lake Oswego, OR, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 107 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foster & Wood charges a percentage of your portfolio each year for investment management. The specific rate is agreed upon in your investment advisory agreement, but the maximum annual fee is 1.00%. The fee is based on the value of the assets in the account and is billed quarterly. Fees may be negotiable based on the size of the account, complexity, or activity.
Location
5 Centerpointe Drive, Suite 400, Lake Oswego, OR, 97035
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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
Timothy serves on the Board of Directors for Exceed Enterprises, a voluntary non-profit organization. He spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
Foster & Wood, INC.
Previous Registrations
Pacific West Financial Consultant INC
Linsco/private Ledger CORP.
Ws Griffith Securities, INC.
State Registrations3 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.