Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Asset management fees are up to 2.0% annually on assets up to $4,999,999.99, and 1.00% on assets over $5,000,000. There's also a performance reporting fee of up to $45 per account annually. Fees are negotiable. Financial planning is offered at an hourly rate (up to $250/hour) or through monthly flat-fee packages ($100-$200/month). Retirement plan consulting fees are hourly (up to $250/hour), flat (ranging from $250 to $5,000), or based on a percentage of plan assets (up to 1.50%).
Areas of Practice
Advisor Information
Office location
2833B E. Battlefield Road, Suite 112, Springfield, MO, 65804
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the President of William O. Woody & Associates, LLC, focusing on employee benefits and fixed life products, dedicating minimal time. He also works with Stovall Woody on employer benefits and various outside insurance companies, spending a few hours per week, and is an insurance agent for Ash Brokerage, focusing on life insurance, dedicating about 10-20% of his time.