Greenwood Wealth Management (GWML) provides ongoing portfolio management based on individual client goals and risk tolerance. GWML creates an Investment Policy Statement for each client. GWML also offers financial planning services covering investment planning, tax concerns, retirement planning, college planning, and debt/credit planning. GWML generally limits its investment advice to equities and ETFs.
Assets Under Management$5.5M
Clients29
Advisors1
Avg. per Client$190K
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...