Wood River Consulting provides portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Wood River Consulting also offers consulting services to pension and other employee benefit plans, including plan design review, fiduciary oversight, and investment manager recommendations. They primarily recommend mutual funds and ETFs.
Assets Under Management$10M
Clients43
Advisors1
Avg. per Client$230K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for individuals over $5 million in investable assets and/or based on the nature of the relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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