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Wood Tarver Financial's relationship minimum for new introductions is $350,000. Maintaining a minimum ensures we provide current and future clients with the highest level of service and attention. 

Costs are prorated by asset level

INVESTMENT COST

Asset Range

Cost

$800,001  
$1,150,000
0.90%
$1,150,001
$2,000,000
0.85%
$2,000,001
$4,000,000
0.80%
$4,000,001
$6,000,000
0.65%
$6,000,001
$10,000,000
0.50%
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