Matthew Woodlief
Matthew Woodlief is a registered investment advisor at Private Wealth Management of North Carolina LLC, based in Henderson, NC, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 348 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Minimum account size is $1,000, but PWM of NC may waive this.
Fee Estimator
Location
129 W. Belle Street, Henderson, NC, 27536
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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
Matthew is the managing member of Six Forks and Wind Chime LLC, a real estate venture, since 2015. He dedicates minimal time to this activity.
Employment History
Current Registrations
Private Wealth Management of North Carolina LLC
State Registrations1 state
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