Roger F. Woodman, Jr. & Co. provides financial and investment advice, as well as estate management and trustee services. They offer investment supervisory services, strategic planning, asset allocation, and portfolio management. They advise on various securities, including stocks, bonds, and mutual funds. Estate management includes bill payment, tax planning, and charitable giving.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees assessed with respect to client accounts under portfolio management range from 0% - 1% of assets. Factors employed by the Company in determining fees to be assessed to clients for financial and investment advisory services provided by the Company are: complexity of portfolio(s) under management, types of assets managed (i.e., traditional versus nontraditional (e.g., real estate) asset classes), number of client accounts, and amount of assets under management.