Overview

Headquarters
Sudbury, MA
Total Firm Assets
$267 million
Average High-Net-Worth Client Portfolio Size
$3.0 million
Stated Minimum Account Size
$750,000

Fee Disclosure

Source: WOODSIDE WEALTH MANAGEMENT ADV PART 2A BROCHURE (2026-09-01) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 1.00%
$5,000,001 $10,000,000 0.75%
$10,000,001 and above 0.50%

Stated Minimum Annual Fee: $7,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $87,500 0.88%
$50 million $287,500 0.58%
$100 million $537,500 0.54%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
97.46%
Number of High-Net-Worth Clients
88
Total Client Accounts
401
Discretionary Accounts
396
Non-Discretionary Accounts
5

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
175118
  • WOODSIDE WEALTH MANAGEMENT ADV PART 2A BROCHURE (2026-09-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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