Woodlands Capital Management is a fee-only investment management firm. They offer two investment strategies: a long-only equity strategy and a long/short equity strategy. The firm does not act as a custodian of client assets, and clients engage other professionals like lawyers and accountants directly.
Assets Under Management$5.8M
Clients5
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
For long-only equity strategy. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. WCM also offers a long/short equity strategy to non-qualified investors at 2.00% of AUM and to qualified investors at 1.25% of AUM plus 15% of the yearly portfolio performance above an agreed upon benchmark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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