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
% Discretionary
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
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