Bloomwood Capital Advisors LLC is a registered investment advisor founded in 2022 and based in Atlanta, Georgia. The firm is wholly owned and managed by John "Billy" Amberg. Bloomwood Capital Advisors offers a range of services including ongoing portfolio management, held-away account management through third-party platforms, ongoing financial planning, project-based financial planning, and pension consulting services for retirement plan sponsors. The firm builds portfolios based on fundamental, technical, and macroeconomic analysis, and may utilize third-party managers for specialized strategies such as real estate investments and tax-deferred exchanges. Bloomwood Capital Advisors works with individuals, high net worth individuals, corporations, and institutions, and has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable in certain cases. Held-away management is charged at a flat 0.50% of assets.