Barbara Wooden
Barbara Wooden is a registered investment advisor at Primerica Advisors, based in Lake Worth, FL, with 18 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 $250K | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
3900 Woodlake Blvd, Ste 302 H, Lake Worth, FL, 33463
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2025Judgment / Lien
September 2011Employment Separation After Allegations
September 2011Other Business ActivitiesSells Insurance
Barbara sells investment-related products for companies affiliated with PFS Investments Inc. She also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., is President/CEO of Agape Marine Ventures, and is a Medicare Agent with Senior Services of NA.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.