Your client experience is centered around you.
Our goal is to help with everything around you, saving you time, energy and money, while reducing your stress and uncertainty. We are a fiduciary, which means we always put you and your needs first.
We work collaboratively with your tax professional and estate planning attorney to ensure that you have the best financial, legal, and tax advice. We work together to make sure we don't miss anything important, and that you don’t miss an opportunity to save money.
You can learn more about our guiding principles by reading our Core Values, as well as how that how to optimize your experience with Woodward Financial Advisors by reading our Engagement Standards.
How much does it cost?
The annual fee for Wealth Management services is a percentage of the market value of your assets under management, calculated quarterly. Below is a table showing our advisory fee schedule:
For clients with assets under management below $1,000,000, our minimum quarterly advisory fee is $2,500. Once assets reach $1,000,000, the fee schedule above then applies.
It is our goal for you to be delighted with our services and for you to get the most out of your relationship with Woodward Financial Advisors. We strongly believe our firm to be a substantial value compared to other advisors, for the investment you are making in a partnership with us.
For additional details, please send us a message or schedule some time to speak with an advisor here.
We do not offer hourly or project-based engagements.