Victoria Woods is a registered investment advisor at Chappelwood Financial Services, based in Edmond, OK, with 21 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 152 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ChappelWood Financial Services manages investments through AssetMark. Clients pay both a Financial Advisor Fee to ChappelWood and a Platform Provider Fee to AssetMark. ChappelWood's fee is a percentage of the amount you invest, and it's deducted from your account quarterly in advance. The fee varies depending on the specific investment strategy selected and the complexity of the work required.
Here are the fee ranges:
- $499,999 and below: 1.35% to 1.95%
- $500,000 to $999,999: 1.15% to 1.34%
- $1 million to $1.99 million: 1.00% to 1.14%
- $2 million and above: 0.90% to 0.99%
Location
1725 E 15th Street, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2002Other Business Activities
Victoria is the President of ChappelWood Investment Corp. (CWI), a real estate development and holding company that owns properties including the buildings where ChappelWood Financial Services offices are located; she spends minimal time on this activity. In this role, Victoria oversees all expenses and relationships related to the maintenance and leasing of office space.
Employment History
Current Registrations
Chappelwood Financial Services
State Registrations2 states
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.