Byron Woodman is a registered investment advisor at Monument Group Wealth Advisors, LLC, based in Concord, MA, with 20 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 170 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
801 Main Street, Concord, MA, 01742
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Byron is a director at Cambridge Trust Company since 1994, dedicating a few hours per week. He is also an officer and director at Woodman & Eaton, P.C. since 1980, taking about two-thirds of his time.
Employment History
Current Registrations
Monument Group Wealth Advisors, LLC
State Registrations1 state
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