SW
SW

Scott Hanson Womack

30 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
192 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$362.1M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $3.0M0.70%
$3.0M - $5.0M0.50%
$5.0M - $50.0M0.30%
$50M+0.30%

Fees negotiable for assets greater than $50,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

904 Manhattan Ave, Suite 9, Manhattan Beach, CA, 90266

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History

Regulatory History (1)
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Criminal
December 1987
Final Disposition
Other Business Activities

Scott is the owner of Womack Business Management, Inc., which provides business management and non-investment related family office services. He spends a few hours per week on this activity.

Employment History
Current Registrations
Womack Wealth Management, INC.
February 2008 - Present · 18 yrs
Previous Registrations
Universal Advisory Services
October 2004 - April 2014 · 9 yrs 6 mos
Universal Advisory Services INC
February 2003 - July 2005 · 2 yrs 5 mos
Raymond James Financial Services
November 2002 - April 2008 · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2002 - April 2008 · 5 yrs 11 mos
Morgan Stanley Dw INC.Broker
October 1995 - May 2002 · 6 yrs 7 mos
State Registrations3 states
CANMTX
Advisor
Exams
No exam information available for this advisor.
Scott Hanson Womack - Financial Advisor | TrueAdvisor