G.S. Woods Wealth Management offers financial planning services, refers clients to third-party asset managers for investment management, and sells insurance. Financial planning covers various topics like debt planning, risk management, education planning, tax planning, investment planning, retirement planning, and estate planning. Investment management is provided through unaffiliated third-party asset managers, and G.S. Woods Wealth Management receives a portion of the fee as a solicitor fee. G.S. Woods Wealth Management also offers a discount to veterans and service members.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.80% |
These fees are solicitor fees paid to G.S. Woods Wealth Management by the third-party asset manager. Please see the Form ADV Part 2A for separate fees charged by the third-party asset managers.