Woodstock Wealth Management offers personalized investment management and financial planning services. The firm provides several primary programs, including a Managed Account Program for ongoing portfolio supervision, a Performance Fee Program that ties compensation to market-beating returns, and standalone financial planning and consulting services covering retirement, estate, tax, budget, college, and cash flow analysis. Woodstock Wealth Management also facilitates third-party asset management programs. The firm tailors its strategies to each client's specific needs, risk tolerance, and liquidity goals, using discretion to buy and sell securities and manage accounts primarily custodied at Fidelity Clearing & Custody Solutions. Services are designed for individuals, high-net-worth clients, businesses, charities, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.