Robert Woods
Robert Woods is a registered investment advisor at Osaic Wealth, INC., based in South Jordan, UT, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
897 W Baxter Dr, South Jordan, UT, 84095
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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
Robert is an adjunct professor at LDS Business College, teaching two night classes. He is also a partner in Robert M Woods Financial LLC, an advisor at Ashworth Wealth LLC, an agent at Ashworth Financial Advisors LLC (DBA Ashworth Benefits), and a manager at Ashworth Management LLC. He dedicates nearly full-time hours to Ashworth Wealth LLC and minimal time to Ashworth Management LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Ashworth Wealth, LLC
Osaic Wealth, INC.Broker
State Registrations14 states
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