Investment Management
We help our clients with everything from developing an investment strategy from scratch to building a Socially Responsible Investing plan for clients who want to closely align their money with their values. As your goals shift and lifestyle changes, we’ll be there to help you balance your portfolio and adjust as needed.
In addition to our Personal CFO Services, we provide investment management services. Based on your goals, risk tolerance, and financial plan we recommend and tailor custom portfolios for our clients.
We believe you should not be in the dark about fees, which is why ours are transparent. We charge a tiered assets under management (AUM) fee based on the amount of money invested with Woven Capital.
Please note: Financial Planning/ Personal CFO Services and Investment Management are billed separately. Investment management services are an a la carte service and can be arranged independently of Woven’s Personal CFO services.
| Assets Under Management Range | Annual Fee | Quarterly Fee |
|---|---|---|
| the amount between $0 to $1,000,000 | 0.90% | 0.225% |
| the amount between $1,000,001 to $3,000,000 | 0.80% | 0.200% |
| the amount above $3,000,001 | 0.50% | 0.125% |
Please be aware that there are embedded fees within most mutual funds and ETFs.
What’s Included
- Goals Assessment
- Risk Tolerance Quiz
- Fee Audit
- Tax Liability Scan*
- Custom Tailored Investment Portfolio
- Semi-Annual and as needed Portfolio Reviews
Ready to Get Started?
Financial Planning and Wealth Management for Tech Professionals
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