Woodward Diversified Capital offers investment management, selection of independent managers, financial planning, and consulting services. They tailor investment plans to clients' individual needs and goals, using financial information to develop strategies. They manage portfolios on a discretionary basis, allocating assets among equities, debt securities, ETFs, and mutual funds. They also provide advice on legacy positions and investments held in employer-sponsored retirement plans.
Assets Under Management$570M
Clients426
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$140M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $7.0M | 1.00% |
| $7M+ | 0.90% |
Fee schedule may be based on cumulative household assets under management. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...