Woodmont Investment Counsel manages investments for individuals, trusts, estates, and businesses. Woodmont creates a tailored investment strategy and asset allocation plan based on each client's financial circumstances and goals. Woodmont uses individual stocks and bonds, exchange traded funds (ETFs), no-load mutual funds and, where appropriate, alternative investments including REITs, commodities, and private equity and other limited partnerships.
Assets Under Management$1.7B
Clients449
Advisors11
Avg. per Client$3.9M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Woodmont's fee for managing equity or balanced portfolios ranges from 0.35% to 1.0% per year of the portfolio's value. For fixed-income portfolios, the fee ranges from 0.20% to 0.40% per year. Fees are billed quarterly in advance.
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