Woven Prosperity is a registered investment advisor based in San Francisco, California, founded by Nathan Eddinger. The firm offers discretionary portfolio management and comprehensive financial planning services tailored to individual client goals, risk tolerances, and investment objectives. Investment management services involve building customized portfolios using exchange-traded funds, mutual funds, and money market funds, with options for socially responsible investing strategies. Financial planning and consulting services cover cash flow planning, tax planning, risk management, education planning, retirement planning, investment recommendations, and estate planning. Comprehensive financial plans are typically offered on a project fee basis, while consulting is billed at an hourly rate. Clients with smaller portfolio values may be billed on an hourly basis rather than a percentage of assets. Woven Prosperity acts in the best interest of its clients and operates with a commitment to transparency and objective advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | Included |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Accounts under $150,000 are billed on an hourly basis rather than a percentage of assets under management. Fees may be lower and are negotiable under certain circumstances.