J. D. Wood & Company provides investment management services to individuals, trusts, and estates. Investment objectives are tailored to each client's needs. J. D. Wood & Company is a fee-only firm and does not sell financial products or accept commissions. Jonathan Wood is personally available to clients for account reviews. Clients are responsible for engaging other professionals like lawyers or accountants.
Assets Under Management$22M
Clients5
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.68% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fee is negotiable for accounts greater than $5,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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