Woodmont Advisory Group is an investment advisory firm that manages investment portfolios for clients. They invest in a mix of exchange-traded funds, no-load index funds, and actively managed funds, primarily focusing on equity funds. Woodmont works with clients to understand their investment goals, risk tolerance, and financial situation to create a suitable investment strategy. They monitor portfolios and make adjustments as needed.
Assets Under Management$130M
Clients299
Advisors2
Avg. per Client$420K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K+ | 1.00% |
Fees are negotiable for individual and institutional clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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