Wood Wealth Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Investment advice is generally limited to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs. Wood Wealth Management does not participate in wrap fee programs.
Assets Under Management$8.5M
Clients25
Advisors1
Avg. per Client$340K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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