Woven Capital provides financial planning and investment advisory services to individuals and families. WC offers both general and focused services based on the client's needs. WC does not provide legal or accounting services but may work with other advisors with the client's consent. WC manages investment portfolios and offers financial planning services on topics such as retirement planning, risk management, college savings, and estate planning.
Assets Under Management$20M
Clients63
Advisors1
Avg. per Client$320K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. When using Betterment as a sub-advisor, Woven Capital's portion of the fee is lower, and Betterment charges 0.15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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