Woodland Wealth Partners manages investment portfolios and provides personalized portfolio management for individuals, high-net-worth individuals, businesses, and charitable organizations. The firm builds diversified, long-term portfolios focusing on market leaders and disruptive innovators, alongside individual debt and equity securities, exchange-traded funds, and mutual funds. Woodland Wealth Partners operates on a discretionary basis, meaning they make buying and selling decisions on your behalf without needing approval for every single transaction. In addition to standard portfolio management, the firm may enter into performance-based fee arrangements with qualifying clients who meet specific net worth and account size requirements. Woodland Wealth Partners generally requires a minimum account size of $500,000, though this amount can be negotiated at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable at the firm's discretion based on account complexity or other factors. Household assets may be combined to determine the applicable tier.