Woodard & Company Asset Management Group provides investment management for individuals and institutions. They use a team approach to understand client goals, risk tolerance, and circumstances to determine an appropriate investment strategy. They manage assets using tactical asset allocation and a market leaders strategy, investing in equities, CDs, mutual funds, ETFs, and debt securities.
Assets Under Management$1B
Clients1,812
Advisors5
Avg. per Client$570K
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fee may be negotiable depending on amount invested. Certain exceptions apply to reduce or make negotiable the fee structure. These may include health, employment or other considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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