Wood Creek Capital Advisors provides investment management services, both with and without the ability to make trades without asking you first. They also offer financial planning, which includes evaluating your current and future financial situation to predict cash flow, asset values, and withdrawal plans. They will review your net worth, tax liabilities, asset allocation, and retirement and estate plans to develop a financial plan. They also manage variable annuities and variable life insurance products.
Fee Structure
Wood Creek Capital Advisors charges a fee based on the amount of your portfolio. The annual fee will not exceed 2% of your portfolio. The annual fee is negotiable. Fees are billed quarterly in advance. For variable annuities and life management, the fees will not exceed 1.5% of the assets managed. Accounts within the same household may be combined for a reduced fee.