How much does it cost?
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.
The annual fee for Wealth Management services is a percentage of the market value of your investment 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.
We do not offer hourly or project-based engagements.