Northwoods Financial Partners LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
NorthWoods Financial Partners LLC provides discretionary and non-discretionary asset management, ERISA 3(21) fiduciary services for retirement plans, and comprehensive financial planning and consulting. Financial planning covers goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
NorthWoods charges an annual investment advisory fee based on assets under management. The fee is 1.25% for assets up to $3,000,000, 1.00% for assets between $3,000,000.01 and $7,000,000, and 0.75% for assets over $7,000,000. The annual fee is negotiable based on certain criteria. Financial planning fees range from $2,000 to $5,000 based on complexity.
Areas of Practice
Location
2321 Rosecrans Ave, Ste 4220, El Segundo, CA, 90245