Wood Wealth Group provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. WWGL also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. Financial planning can be a one-time plan or ongoing.
Assets Under Management$36M
Clients166
Advisors5
Avg. per Client$220K
Avg. per Advisor$7.3M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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