Firm
Woodard & Company Asset Management Group
Bermuda Run, North Carolina
Fee-only
Facts
| Based in | Bermuda Run, North Carolina |
|---|---|
| Website | wcamg.com |
| Phone | (336) 998-7000 |
Woodard & Company Asset Management Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $250,000 |
| How it charges | Percentage of assets |
In the firm's words
"$250,000 – $1,000,000 0.2500% 1.00%" source
"Over $4,000,000 0.1750% 0.70%" source
"$250,000 – $1,000,000 0.2500% 1.00%" source
"$250,000 for new relationships." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 1,473 |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 108199 |