Constance Woods
Constance Woods is a PFS-designated registered investment advisor at Money Concepts Advisory Service, based in Vandalia, OH, with 24 years of industry experience. Constance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
206 North Dixie Drive, Vandalia, OH, 45377
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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
Constance is a partner, accountant, and in management at Woods & Woods Associates Ltd., dedicating a significant amount of time to this role. She also owns commercial real estate and is an owner/officer in Woods & Woods Personnel Leasing Inc and The Woods Financial Group, Ltd, spending about 10-20% of her time on each of these activities.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Previous Registrations
Nylife Securities INC.Broker
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.
Exams
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