North Woods Wealth Management offers personalized investment strategies, in-depth cash flow, and retirement planning analysis. They use a "Three Filter" approach to portfolio construction, focusing on asset allocation, fund/manager selection, and factor exposure. North Woods manages investments on a discretionary basis. They also provide investment advisory services to qualified and non-qualified retirement plans, acting as a connector between the plan and vendors.
Fee Structure
North Woods Wealth Management generally charges between 0.50% to 1.00% per year of the value of your investments. Fees are negotiable and may be higher or lower based on the size of the account, complexity of asset structures, and the managers selected. For retirement plan consulting, fees generally range from 0.10% to 0.75% per year, also negotiable based on various factors.