Woodward Financial Advisors provides customized wealth management services, combining continuous investment management with comprehensive financial planning. Woodward Financial Advisors builds diversified portfolios primarily using low-cost mutual funds, exchange-traded funds, and individual bonds tailored to each client's specific goals, time horizon, and risk tolerance. In addition to managing investments, Woodward Financial Advisors offers financial planning covering retirement projections, tax strategies, education savings, insurance needs, and estate planning guidance. Woodward Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
For clients with assets under management below $1,000,000, the minimum quarterly advisory fee is $2,500.