Deerwood Capital offers investment management services to individuals, benefit plans, trusts, estates, and businesses. Deerwood can directly manage accounts or use a sub-advisory relationship with Betterment Securities. Deerwood also provides retirement plan services to businesses. Services are tailored to each client's needs through an initial assessment. Deerwood acts in the client's best interest.
Assets Under Management$8.2M
Clients22
Advisors1
Avg. per Client$370K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...