Woodside Wealth Management offers comprehensive wealth management, including financial planning, portfolio design, and investment management. They also offer standalone financial planning services. Investment advice is tailored to individual client needs and objectives, determined through personal discussions. Woodside primarily advises on mutual funds and ETFs.
Assets Under Management$230M
Clients112
Advisors2
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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