WoodGreen Advisory offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. WoodGreen Advisory may also direct clients to third-party investment advisors to manage assets, conducting due diligence on these advisors. WoodGreen Advisory generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Fee Structure
WoodGreen Advisory does not directly manage client investments. Instead, they refer clients to third-party investment advisors. Clients will pay WoodGreen Advisory a fee of up to 0.50% on top of the fee paid to the third-party advisor. This fee is negotiable.