Woodward Diversified Capital is a registered investment advisor that offers personalized investment management, wealth management, and financial planning services to individuals, families, businesses, and institutional investors. Founded in 2019 and owned by Gabriel, Beau, and Thomas Woodward, the firm builds customized investment portfolios using stocks, bonds, exchange-traded funds, mutual funds, and independent money managers. Woodward Diversified Capital tailors its strategies around each client's specific risk tolerance, time horizon, and tax situation, managing portfolios primarily with authority to make trades without asking first. In addition to traditional portfolio management, Woodward Diversified Capital provides comprehensive financial planning covering cash flow, retirement, tax strategies, estate planning, insurance, and education funding. The firm also acts as managing member for several private investment funds and offers retirement plan consulting services for plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $7.0M | 1.00% |
| $7M+ | 0.90% |
Fees may be based on cumulative household assets and are negotiable at the firm's sole discretion.