Bennett Woodward
Bennett Woodward is a CFA-designated registered investment advisor at Intelligent Wealth Solutions LLC, based in Austin, TX, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,473 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
IWS manages model portfolios for third-party investment advisors. The maximum annual fee for this service is 0.35%.
Fee Estimator
Location
2801 Via Fortuna, Suite 250, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bennett is an Investment Adviser Representative for Waterloo Capital since 2016 and Intelligent Wealth Solutions since 2019. Both roles are investment-related.
Employment History
Current Registrations
Intelligent Wealth Solutions LLC
Waterloo Capital
Previous Registrations
Black Diamond Investment Partners, LLC
Raymond James & Associates, INC.
State Registrations2 states
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