How does the advisor help clients – Key Takeaways:
WOODHULL CAPITAL ADVISORS, LLC provides comprehensive financial services to help clients achieve their financial goals. Their team of experienced advisors offers personalized guidance and solutions tailored to each individual client’s needs.
Facts and Insights
As of 2021, WOODHULL CAPITAL ADVISORS, LLC has over $500 million in assets under management, with a team of 10 advisors and over 20 years in the financial industry. This extensive experience and expertise allows them to provide clients with valuable insights and strategies to help them reach their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
WOODHULL CAPITAL ADVISORS, LLC offers a range of financial services, including investment management, financial planning, retirement planning, estate planning, tax planning, and more. They work closely with clients to understand their unique financial situation and provide customized solutions to help them achieve their goals.
Client Types
WOODHULL CAPITAL ADVISORS, LLC serves a diverse range of clients, including high-net-worth individuals, families, and small businesses. They have the expertise to cater to the unique needs of each client and provide tailored solutions for their financial success.
Fees & Compensation
WOODHULL CAPITAL ADVISORS, LLC charges fees based on a percentage of assets under management. This aligns their interests with their clients’ success, as their fees increase as their clients’ assets grow. They are transparent about their fees and do not receive any compensation from third parties, ensuring their clients’ best interests are always the top priority.
Background
WOODHULL CAPITAL ADVISORS, LLC was founded in 2000 and has since grown to become a leading financial advisory firm. Their team of experienced professionals has a deep understanding of the markets and takes a holistic approach to financial planning, considering all aspects of their clients’ financial lives.
Financial Advisor Disclosures to Know
As a registered investment advisor, WOODHULL CAPITAL ADVISORS, LLC is held to a fiduciary standard, which means they are legally bound to act in the best interests of their clients at all times. They have a clean regulatory record, with no reported disciplinary actions.