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Individual Fees

ACCOUNT SIZE QUARTERLY FEE ANNUAL TOTAL
$100,000 to $300,000 .3125% 1.25%
$300,000 to $1,000,000 .2500% 1.00%
$1,000,000 to $2,000,000 .2250% 0.90%
$2,000,000 to $4,000,000 .2000% 0.80%
Over $4,000,000 .1750% 0.70%

 

MANAGEMENT FEES PROVIDE YOU WITH THE FOLLOWING SERVICES:

  • We will exercise continuous supervision of the assets under our management
  • We will select, buy, monitor, and exchange stocks, bonds, mutual fund shares, or other securities in accordance with our understanding of your circumstances, objectives, market, economic data, and other applicable criteria
  • We will apply due diligence to our process and carefully research and evaluate the individual investment securities
  • You will receive from our office a comprehensive Quarterly Performance Review that will detail your portfolio’s return
  • Independent of our office, you will receive a detailed monthly statement about your account directly from the custodian (i.e. Fidelity Investments)

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 Institutionalâ„  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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