Richard
Woods
Hamilton Point Investment Advisors, LLC
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About this Advisor
Richard Woods is a chartered financial analyst working in Chapel Hill, North Carolina, with 16 years of industry experience. Woods currently works for Hamilton Point Investment Advisors, LLC. They have spent the entirety of their career at Hamilton Point Investment Advisors, Llc. Woods has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in North Carolina and Virginia. Hamilton Point Investment Advisors, LLC is a firm headquartered in Chapel Hill, NC. The firm has a total of nine advisors. It oversees $793 million in total assets across its 742 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides services to nine charitable organizations. Of its 742 accounts, 76% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Hamilton Point Investment Advisors, LLC provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules usually are based on which service is offered. Fees charged by Hamilton Point Investment Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hamilton Point Investment Advisors, LLC Brokerage Details
$793,114,816
9
742
$1,068,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Richard Woods Work History
Richard has been registered as a financial advisor for 16 years.*
Hamilton Point Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Woods to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hamilton Point Investment Advisors, LLC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Austin, TX
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