Alexandre Ducharme is a CFA-designated registered investment advisor at Woodlands Capital Management, LLC, based in Clive, IA, with 10 years of industry experience. Alexandre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $5.8M 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 | 1.25% |
For long-only equity strategy. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. WCM also offers a long/short equity strategy to non-qualified investors at 2.00% of AUM and to qualified investors at 1.25% of AUM plus 15% of the yearly portfolio performance above an agreed upon benchmark.
Fee Estimator
Location
14121 Lakeview Drive, Clive, IA, 50325
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Woodlands Capital Management, LLC
State Registrations2 states
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