Woodstock Corporation offers wealth management services, including developing investment objectives and managing portfolios based on those objectives. Woodstock focuses on high-quality growth equity investments and debt securities. The firm also offers financial counseling covering income needs, retirement planning, estate planning, and insurance. Woodstock's affiliate provides tax consulting, tax return preparation, and accounting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Accounts within the energy, healthcare, and technology sector strategies are charged a management fee of 1.5% based upon the assets under management at the end of each calendar quarter and a quarterly performance fee, which is 5% of net capital appreciation, at the end of each calendar quarter. These accounts are also charged an accounting fee of $500 per year, billed quarterly.