NW
CFP

Noel Cameron Woolverton

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
65 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$88.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Financial Plan Fee:$5,000
Hourly Rate:$250/hr

Traditions Wealth Advisors is a fee-only firm. They charge fees based on a percentage of assets under management, retainer, project-based fee, or hourly fees. The minimum initial account size is $500,000. The minimum annual fee is $5,000, either through assets under management or a retainer fee. Project-based fees have a $5,000 minimum. Hourly services are billed at $250 per hour with a $5,000 minimum.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

2700 Earl Rudder Frwy S., Suite 2600, College Station, TX, 77845-5037

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Traditions Wealth Advisors, LLC.
May 2014 - Present · 11 yrs 8 mos
Previous Registrations
Carter Advisory Services, INC
March 1999 - March 2010 · 11 yrs
Raymond James Financial Services
July 1998 - November 2008 · 10 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.