Woodley Farra Manion Portfolio Management provides investment management services, both with and without the authority to make trades without asking first. They monitor portfolios, provide reports, and rebalance investments. Woodley Farra also participates in wrap fee programs and may recommend other advisors to clients. They primarily advise on stocks and preferred securities, but may also use treasuries, municipal securities, bank CDs, and bonds.
Assets Under Management$2.1B
Clients1,529
Advisors11
Avg. per Client$1.4M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
All advisory fees are negotiable between the Firm and a client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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