L M Wood CFP provides financial planning and investment advisory services to individuals. They gather data to prepare a financial plan that may include retirement, college funding, estate, tax, and insurance analysis. Investment recommendations are based on the client's financial objectives. L M Wood CFP uses Charles Schwab as custodian and recommends well-diversified mutual funds and ETFs. Client meetings are held to review financial plans and portfolios.
Assets Under Management$16M
Clients5
AdvisorsN/A
Avg. per Client$3.2M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $750K | 0.82% |
| $750K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.68% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | 0.55% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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