Clinton Wood
Clinton Wood is a registered investment advisor at Trg Investment Advisors, LLC, based in Brattleboro, VT, with 15 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 354 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TRG Investment Advisors offers asset management services to friends and family, but does not assess advisory fees for this service. TRG also manages 529 accounts, with a maximum annual fee of 0.6% of the account value, billed quarterly in advance.
Location
48 Harris Place, Brattleboro, VT, 05301
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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 ActivitiesSells Insurance
Clinton is a board member of NAIFA Vermont, spending a few hours per week on professional networking and legislative lobbying. He also serves as a trustee for the Wood Family Trust and is contracted with National Life of Vermont to offer life insurance and annuity products, dedicating minimal time to this.
Employment History
Current Registrations
Trg Investment Advisors, LLC
Previous Registrations
Equity Services, INC.Broker
State Registrations1 state
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