Woodstock Wealth Management (WWM) provides financial planning and investment services. WWM offers a Managed Account Program and a Performance Fee Program, providing continuous portfolio management. WWM also offers financial planning and consulting services covering retirement, budget, estate, and college planning. WWM may use third-party managers for asset management services.
Assets Under Management$630M
Clients1,538
Advisors26
Avg. per Client$410K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$25K
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
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Location
26 Advisors at this firm
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