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Charles Woodward

Integrated Advisors Network LLC
45 Years of Experience
Sausalito, CA
4 Disclosures
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Charles Woodward is a registered investment advisor at Integrated Advisors Network LLC, based in Sausalito, CA, with 45 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B in assets under management.

Integrated Advisors Network LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
7,612 clients
Average Client Portfolio
$726K average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.95%

Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Sausalito, CA

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2017
Customer Dispute
October 2009
Settled
Employment Separation After Allegations
December 2008
Customer Dispute
November 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Charles owns rental properties in Phoenix and Baja Mexico. He also serves on the board of directors for the San Francisco Maritime National Park Assn and the Olympic Club Foundation, and works full-time as an Investment Adviser Representative for San Francisco Sentry Investment Group.

Employment History
Current Registrations
Integrated Advisors Network LLC
October 2021 - Present · 5 yrs
Previous Registrations
San Francisco Sentry Investment Group
January 2020 - October 2021 · 1 yr 9 mos
S F Sentry Securities, INC.Broker
August 2017 - July 2021 · 3 yrs 11 mos
San Francisco Sentry Investment Group
July 2017 - December 2019 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLC
December 2008 - June 2017 · 8 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2008 - June 2017 · 8 yrs 6 mos
UBS Financial Services INC.
July 1997 - December 2008 · 11 yrs 5 mos
UBS Financial Services INC.Broker
August 1994 - December 2008 · 14 yrs 4 mos
Prudential Securities IncorporatedBroker
November 1984 - September 1994 · 9 yrs 10 mos
L. F. Rothschild, Unterberg, TowbinBroker
December 1983 - December 1984 · 1 yr
Kidder, Peabody & CO. IncorporatedBroker
January 1981 - December 1983 · 2 yrs 11 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.
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