Woodstock Wealth Management, INC.

WWM offers a Managed Account Program with a negotiable flat annual fee, not exceeding 2.50% of assets under management. Fees are billed quarterly in advance. They also offer a Performance Fee Program with a 1% annual asset management fee and a negotiable performance fee of up to 20% annually based on capital appreciation exceeding the SPDR S&P 500 ETF Trust. Financial planning fees are negotiated between the client and IAR, charged hourly or at a flat rate. Clients may incur additional custodial and product fees. WWM has a guideline minimum of $25,000 in assets to be managed for the Managed Account Program and $50,000 for the Performance Fee Program.