Samuel Wood-Bednarz
Samuel Wood-Bednarz is a CFP-designated registered investment advisor at North Berkeley Wealth Management, LLC, based in Berkeley, CA, with 10 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 391 clients with $710M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. If asset value is or becomes less than $1,000,000, North Berkeley requires a minimum quarterly fee of $2,500, which shall be effective beginning with the quarter in which Client assets under management are below $1,000,000. North Berkeley may have some Clients for whom this minimum is waived.
Fee Estimator
Location
1995 El Dorado Ave, Berkeley, CA, 94707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
North Berkeley Wealth Management, LLC
State Registrations1 state
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