Woodley Farra

CRD#107660
Investment Advisor Firm

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Learn more about Woodley Farra

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Woodley Farra is located at 8555 N. River Road, Indianapolis, IN. The firm employs 8 financial advisors to manage client portfolios and provide financial guidance. Woodley Farra is not a registered broker-dealer.

    Woodley Farra oversees $1.8 billion in assets under management across 1,375 accounts, of which 1,370 are discretionary and 5 are non-discretionary. The services offered include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and state or municipal government entities, with high net worth investors being the largest client type by accounts. The fee structure at Woodley Farra includes asset-based and fixed fees. The firm has 771 high net worth clients.

    Woodley Farra is registered in the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Illinois.

    Assets Under Management

    $1.8 billion

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    8555 N. River Road
    Indianapolis, IN 46240

    Woodley Farra by the Numbers

    Total Assets Under Management

    $1.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    13

    National Average: 64
    Total Number of Accounts

    1,375

    National Average: 375,227
    Average Account Size

    $1.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management typically vary depending on the financial services provided. Fees charged by Woodley Farra can consist of some blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Woodley Farra.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The company manages money for a broad range of clients. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations, and state or municipal government entities. Out of its 5 clients, Woodley Farra's largest client group by number of accounts is high net worth investors, although it also serves 771 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 56.07%
    • Other Individuals - 40%
    • Corporations - 0.44%
    • Charitable Organizations - 3.49%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Woodley Farra does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Woodley Farra

    Jared Ruxer
    Indianapolis, IN
    John Shelbourne
    Indianapolis, IN
    Emily Pyle
    Indianapolis, IN
    Ross Bennett
    Indianapolis, IN
    Kimberly Bright
    Indianapolis, IN
    Kyle Harlemert
    Indianapolis, IN
    Michael Manion
    Indianapolis, IN
    Donald Woodley
    Indianapolis, IN
    George Farra
    Indianapolis, IN

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