Jill Wood
Jill Wood is a registered investment advisor at Freewood Private Wealth Management, LLC, based in Powell, OH, with 17 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FreeWood Private Wealth Management's investment advisory fees range from 1.00% to 1.75% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated monthly based on the average daily market value of your investments. Certain legacy clients may have their fees based on the end of month closing market value. Fees may be negotiable.
Location
Powell, OH
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Regulatory History (1)
Employment Separation After Allegations
October 2016Other Business ActivitiesSells Insurance
Jill holds an insurance license, dedicating a few hours per week to this activity. This activity is not investment-related.
Employment History
Current Registrations
Freewood Private Wealth Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.