Advisor at Wood River Consulting
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wood River Consulting
Location
Hailey, ID
Credentials
Series 63, Series 65
Industry experience
32 years
Steven Sundberg is the sole advisor at Wood River Consulting with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments and as a self-employed advisor prior to founding Wood River Consulting in 2018. Sundberg is also involved in venture capital and defense technology through his roles with Snake River Venture Partner and WYO-VC. Wood River Consulting is an independent, single-advisor firm serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management and pension consulting services, using model portfolios with mutual funds and ETFs that emphasize strategic asset allocation and long-term trading.
Ranges from $3,000 to $15,000 for specific projects; Pension consulting fees generally range from $5,000 to $50,000 per year
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65%
Account minimum: $250,000
Hailey, ID
California · Idaho · Massachusetts · Utah · Washington
Wood River Consulting, LLC
2018 - Present (8 years)
Self Employed
2016 - 2018 (2 years)
fidelity Investments
2012 - 2016 (4 years)
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Trust company
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hailey, ID
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