F.A.Q. – Frequently Asked Questions

Question: What does “fee only” mean?

Answer: We do not charge commission, transaction fees or penalties. Our only compensation is the fee our clients pay us based on assets under management.

Question: What is a Fiduciary?

Answer: We are fiduciaries which means we hold the client’s interest first. The client gives us an overview of their objectives, needs, resources and risk parameters and based on this information we act upon a continuous and discretionary basis to invest and manage their assets. We do not sell or broker any investment. As fiduciaries we are on the same side of the table as our clients, always acting in their best interest.

Question: Do you prepare income taxes for your clients?

Answer: No, we do not, but we do assist with tax questions concerning our clients’ accounts, such as realized capital gains/losses or Form 1099 concerns.

Question: How do you perform “Due Diligence” and check out SEC registered investment advisory firms such as Woodard & Company?

Answer: Go to www.SEC.gov Go to the “Education” tab and select “Check your investment professional”, then select “IAPD-Investment Advisor Public Disclosure”. On the screen select the bar “Firm” and type in Woodard & Company.

Question: What is the recommendation on how often I should meet with an advisor?
Answer: That is a personal and individual decision. Clients contact us when they have a need, a question, an issue or decision, sometimes we help resolve the matter by phone, however we are always pleased to meet with the client. We are acting at the direction of the client on a discretionary basis, that relieves the client from day to day decisions regarding their investment portfolios. We have clients who are satisfied and we have not spoken with for some years, others with issues or needs, we talk with when appropriate.
Question: How do I make a withdrawal out of my account?

Answer: Please contact our office, 336-998-7000, and we will assist you.

Question: If I want to make a deposit, how do I do that?

Answer: A check made payable to “Fidelity Investments”, our custodian, can be mailed or brought to our office.

Buy Quality and Diversify®

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Woodard & Company Asset Management Group ("WCAMG"). Fidelity is a service provider to WCAMG. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by WCAMG and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 980928.1.0
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