GLENN WOODY
FINANCIAL CONSULTANTS, INC.

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FEES

FEE FOR USINGGLENN WOODY FINANCIAL 

Services offered by GWFC come in two basic categories and the fees correspond to the type of service.

Financial Consulting

This category of service includes numerous and varied types of work done for clients depending entirely on their personal needs. A menu of the services often provided might include: (not an exhaustive list)

  • Pre-or Post-Retirement Projection
  • Investment Portfolio Evaluation
  • Insurance Needs Analysis
  • Investment and Insurance Needs Studies
    		•
  • Cash Flow Study
  • Estate Planning
  • Tax Planning
  • Stock Option Planning
    		•

    Our fees for these services vary with the service and the complexity of the client's circumstances. They may be by the hour or by the project. We are partial to the project related flat-fee arrangement since it removes the possibility, in the mind of the client, that the total cost might be much higher than expected.

    Investment Management and Consulting

    Our managing and or advising regarding a client's investment portfolio can, likewise, take on different aspects and levels of involvement, depending on the size of the portfolio and the client's desires.

    Our involvement as a consultant only is usually billed on an hourly basis. When we are actively managing a portfolio, the fee is asset-based and is a percentage of the assets under management

    A personal visit (at no charge) will identify the nature and level of service desired by the client and a firm fee will be quoted before a client engages us.


    GWFC

    Glenn D. Woody, CFP
    President

    151 Kalmus Drive, Suite C-150
    Costa Mesa, California 92626
    (714) 850-0534 (714) 850-0934 FAX
    Information
     

    GLENN WOODY
    FINANCIAL CONSULTANTS

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