Paul Woodward is a registered investment advisor at Cassini Capital Management, LLC, based in Tallahassee, FL, with 9 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $79M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
1333 N. Adams Street, Tallahassee, FL, 32303
Get directionsHistory
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
Paul is on the board of Ology Brewing Company, dedicating minimal time to strategic advice and budgetary governance. He is also the CEO of Dwell Bot, Inc., a company doing R&D for a household robot assistant, spending about half his time on research and development.
Employment History
Current Registrations
Cassini Capital Management, LLC
Previous Registrations
Cassini Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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.