Bruce Wood Capital (BWC) manages a private fund and provides investment management services to individuals and corporations. BWC also offers outsourced Chief Investment Officer (OCIO) services to institutions. For individuals and corporations, BWC uses a diversified asset allocation model with mutual funds, ETFs, stocks, and bonds. BWC does not provide comprehensive financial planning.
Assets Under Management$12M
Clients21
Advisors2
Avg. per Client$560K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees represent the maximum that Bruce Wood Capital would charge and may be discounted for particular clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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