Woodmont Wealth Management provides personalized investment management and financial planning services to individuals and high net worth individuals. Woodmont Wealth Management builds custom portfolios based on each client's individual goals, time horizon, and risk tolerance, and has the authority to make trades on the client's behalf. In addition to managing investments, Woodmont Wealth Management offers comprehensive financial planning covering retirement strategies, cash flow analysis, risk management, long-term investments, and estate preservation, as well as project-based consultations on specific financial topics.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee of 1% is negotiable based on factors such as historical relationship, asset type, anticipated future assets, and account composition.