Woodward Diversified Capital, Llc
Bakersfield, California
5.0
1 Review
Woodward Diversified Capital, LLC is a distinguished investment advisory firm headquartered in Bakersfield, CA. With a team of five highly skilled professionals, including three dedicated investment advisors, they offer comprehensive financial solutions to individual clients. Drawing on their extensive expertise, the firm manages a substantial amount of assets, averaging approximately $35,400,000 per investment advisor. Woodward Diversified Capital, LLC employs a flexible compensation structure, encompassing various models such as a percentage of assets under management and performance-based fees. With a focus on delivering exce...
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Assets Under Mgmt

$476.21M

Investment Professionals

3

Locations

0

% 401K & Individual

4%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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