| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.00% |
Fees are negotiable.
2833B E. Battlefield Road, Suite 112, Springfield, MO, 65804
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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 →William is the President of William O. Woody & Associates, LLC, focusing on employee benefits and fixed life products, dedicating minimal time. He also works with Stovall Woody on employer benefits and various outside insurance companies, spending a few hours per week, and is an insurance agent for Ash Brokerage, focusing on life insurance, dedicating about 10-20% of his time.