Andrew Woodard is a CFA-designated registered investment advisor at Thor Wealth Management INC, based in Cincinnati, OH. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 493 clients with $680M 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 $500K | 1.00% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.40% |
Fees and account minimums are negotiable in certain circumstances. Emerging wealth clients (ages 28-40) are charged 0.75% on the first $3M and 0.50% above $3M, plus a monthly fee of $200.
Fee Estimator
Location
7346 Beechmont Ave., Cincinnati, OH, 45230
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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 →Employment History
Current Registrations
Thor Wealth Management INC
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.
Exams
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