Wood Capital Investments specializes in quantitative, fundamental, technical, and economic analysis to determine investments for its models. The firm assesses client holdings and aligns them with short- and long-term goals. Wood Capital Investments reviews investment performance and portfolio exposure to market conditions. They are authorized to make trades without client permission for each transaction, acting in the client's best interest.
Assets Under Management$25M
Clients47
Advisors1
Avg. per Client$530K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wood Capital Investments may charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...