Wood Tarver Financial Group offers wealth management services, including investment management and financial planning or consulting, to help clients achieve their financial goals. Representatives meet with clients to understand their financial situation, goals, and risk tolerance. Based on this, they create an investment approach using stocks, bonds, ETFs, and other securities. Portfolios are monitored and rebalanced as needed. Wood Tarver operates a wrap fee program, where a single fee covers investment advisory services and custodial transaction costs.
Assets Under Management$490M
Clients581
Advisors4
Avg. per Client$840K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.00% |
| $800K - $1.1M | 0.90% |
| $1.1M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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