How does WOODBRIDGE CAPITAL PARTNERS, LLC. help clients – Key Takeaways:
With years of experience and a team of financial experts, WOODBRIDGE CAPITAL PARTNERS, LLC. is dedicated to helping clients achieve their financial goals. By providing personalized financial planning and investment management services, they aim to provide their clients with peace of mind and a strong financial future.
Facts and Insights
WOODBRIDGE CAPITAL PARTNERS, LLC. has been in business for over 10 years and has a team of over 50 experienced financial advisors. With a focus on long-term wealth management, they have helped numerous clients build and grow their portfolios over the years.
In 2020, WOODBRIDGE CAPITAL PARTNERS, LLC. reported assets under management of $2 billion, with an average account size of $500,000. This indicates a strong track record of managing and growing portfolios for their clients.
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2008 | 50+ | $2 billion |
Financial Services Offered
- Investment management and portfolio design
- Retirement planning and strategies
- Estate planning
- Tax planning and management
- Risk management and insurance
- Education planning
Client Types
WOODBRIDGE CAPITAL PARTNERS, LLC. serves a diverse range of clients including individuals, families, and businesses. They also work with clients of all income levels, with a focus on providing tailored and comprehensive financial solutions for each individual and their unique financial goals.
Fees & Compensation
WOODBRIDGE CAPITAL PARTNERS, LLC. operates on a fee-based compensation structure, meaning they charge a percentage of assets under management for their services. This ensures that their interests are aligned with their clients’ best interests, as they are invested in their clients’ success.
Background
WOODBRIDGE CAPITAL PARTNERS, LLC. was founded by a team of experienced financial professionals who recognized the need for a client-focused, personalized approach to financial planning and management. Their team has a diverse range of backgrounds and expertise, allowing them to provide comprehensive and well-rounded financial solutions for their clients.
Financial Advisor Disclosures to Know
- WOODBRIDGE CAPITAL PARTNERS, LLC. has a clean record with regulatory agencies and has not faced any disciplinary actions.
- The firm has a fee-based compensation structure, meaning they may earn more if their clients’ assets increase in value.
- Some advisors at WOODBRIDGE CAPITAL PARTNERS, LLC. may also be licensed insurance agents and may earn commissions from selling insurance products.