Woodland Wealth Advisors offers individually tailored portfolio management services. They work with clients to create an investment policy statement outlining their goals, risk tolerance, and financial situation. Woodland Wealth Advisors requires authority to make trades without asking clients first. They primarily invest in equities, mutual funds, fixed income, real estate funds, exchange-traded funds, commodities, and private placements.
Assets Under Management$7.5M
Clients11
Advisors2
Avg. per Client$680K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
2% fee applies to assets under management utilizing the options investing strategy. 1% fee applies to all other assets under management, except for assets invested in money market mutual funds which will not incur an investment management fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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