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Fees
Woodward Financial Advisors
charges a flat annual fee
that provides for the most
objective and unbiased
relationship. The charge
for our retainer services
is based upon several
factors, including the
value of assets under our
advisement, the client's
net worth, and the relative
complexity of each client's
situation. Our minimum annual fee is
$7,500. This fee includes
all of our financial
planning advice as well as
the management of your
portfolio. We regard this
fee as your investment
in securing the sound
financial stewardship of
your assets.
We do not accept
commissions or referral
fees, nor do we have
any financial interest
in your choosing any
particular custodian or
location for your
money. Our compensation
comes from our fees
only, and solely for
the advice and services
we provide.
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