Woodfield Financial Advisors offers personalized financial planning and investment management services. They help clients with financial goal setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Planning can be done on an hourly basis or single fee engagement. They manage investment portfolios based on risk tolerance, goals, and investment experience, rebalancing portfolios semi-annually.
Assets Under Management$230M
Clients395
Advisors3
Avg. per Client$580K
Avg. per Advisor$77M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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