Woodland Investment Consulting, led by Steve Ng, provides investment management services to individuals and pension plans. The firm focuses on long-term growth of income and capital through diversified portfolios, taking into account clients' tax status, circumstances, and investment objectives. Financial planning is included as part of the asset management service.
Assets Under Management$35M
Clients44
Advisors1
Avg. per Client$790K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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