Charles Woodward is a registered investment advisor at Integrated Advisors Network LLC, based in Sausalito, CA, with 45 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
Sausalito, CA
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
May 2017Customer Dispute
October 2009Employment Separation After Allegations
December 2008Customer Dispute
November 1999Other Business Activities
Charles owns rental properties in Phoenix and Baja Mexico. He also serves on the board of directors for the San Francisco Maritime National Park Assn and the Olympic Club Foundation, and works full-time as an Investment Adviser Representative for San Francisco Sentry Investment Group.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
San Francisco Sentry Investment Group
S F Sentry Securities, INC.Broker
San Francisco Sentry Investment Group
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
L. F. Rothschild, Unterberg, TowbinBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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.