MW
CFP
MW
CFP
Mark Woodruff is a CFP-designated registered investment advisor at Physician Wealth Advisors, INC., based in North Salt Lake City, UT, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,102 clients with $1.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
1,102 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
North Salt Lake City, UT
Get directionsHistory
Regulatory History (1)
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Criminal
March 1982Final Disposition
Employment History
Current Registrations
Physician Wealth Advisors, INC.
April 2022 - Present · 4 yrs
Previous Registrations
Alta Capital Management LLC
September 2016 - April 2022 · 5 yrs 7 mos
Goldman, Sachs & CO.
August 2001 - September 2006 · 5 yrs 1 mo
Goldman, Sachs & CO.Broker
November 2000 - June 2016 · 15 yrs 7 mos
Fidelity Brokerage Services LLCBroker
October 1993 - October 2000 · 7 yrs
State Registrations1 state
UT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.