How does the advisor help clients – Key Takeaways:
- Provides professional financial expertise
- Offers tailored financial solutions for each client’s unique needs
- Empowers clients to make informed financial decisions
- Strategizes for long-term financial success
Facts and Insights:
WOODSON CAPITAL MANAGEMENT, LP offers expert financial management strategies and services to clients. The firm has a team of experienced advisors who provide personalized financial solutions to meet each individual client’s needs. With a focus on long-term financial success, WOODSON CAPITAL MANAGEMENT, LP strives to empower their clients with the knowledge and tools necessary to make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15 | 10 years |
Financial Services Offered:
- Financial planning and goal setting
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education funding
- Risk management and insurance
- Business planning and succession
Client Types:
- Individuals and families
- Business owners
- High net-worth individuals
- Trusts and estates
- Charitable organizations
Fees & Compensation:
WOODSON CAPITAL MANAGEMENT, LP charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of their clients, as their compensation is directly tied to the success of their clients’ investments. The exact fee percentage may vary depending on the size and complexity of the client’s portfolio.
Background:
WOODSON CAPITAL MANAGEMENT, LP was founded in 2010 and has been helping clients achieve their financial goals for over 10 years. The firm’s team of advisors brings a wealth of experience and knowledge to the table, with backgrounds in finance, economics, and other relevant fields. WOODSON CAPITAL MANAGEMENT, LP is dedicated to staying up-to-date on the latest financial trends and strategies to better serve their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, WOODSON CAPITAL MANAGEMENT, LP is held to a fiduciary standard, meaning they are required to always act in the best interests of their clients. This includes disclosing any potential conflicts of interest and upholding a high level of transparency in all financial dealings with clients. Additionally, the firm has a clean record with the Securities and Exchange Commission, with no disciplinary actions or regulatory sanctions.