Graeme Woods is a ChFC-designated registered investment advisor at G.S. Woods Wealth Management, based in Forest Hilll, MD, with 15 years of industry experience. Graeme operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 4 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.80% |
These fees are solicitor fees paid to G.S. Woods Wealth Management by the third-party asset manager. Please see the Form ADV Part 2A for separate fees charged by the third-party asset managers.
Fee Estimator
Location
Forest Hilll, MD
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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
Graeme is involved in several business activities, including operating G.S. Woods Financial Solutions LLC as a business broker, GSW Trading Company as a wholesale import/export company, and eXp Commercial as a business broker and commercial real estate agent. He also works with Capizate.com and Multi Arbitrage Capital Solutions on capital raising, M&A, and investment banking advisory services, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
G.S. Woods Wealth Management
Previous Registrations
Finalis Securities LLCBroker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Constance Financial Group, LLC
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.