Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
NorthWoods Financial Partners provides discretionary and non-discretionary asset management services, ERISA plan services as a 3(21) advisor, and comprehensive financial planning and consulting. Investment strategies are tailored to individual client goals and objectives. They do not sponsor wrap fee programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
2321 Rosecrans Ave, Ste 4220, El Segundo, CA, 90245