Jeffrey Beattie
Jeffrey Beattie is a registered investment advisor at Womack Investment Advisers, INC, based in Edmond, OK, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 171 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.65% |
Rates apply to Womack Investment Advisers Core Models and Specialty Model Portfolios. The Individual Stocks and Options Program has a separate fee schedule starting at 2.25% for the first million. Fees may be negotiable.
Fee Estimator
Location
1366 E 15th St, Edmond, OK, 73013
Get directionsHistory
Regulatory History (2)
Criminal
January 2003Employment Separation After Allegations
December 2002Other Business Activities
Jeffrey is a managing member of CK Investments, LLC and CK Investments II, LLC, managing rental properties and dedicating minimal time. He also works as a part-time patrolman for the West Terre Haute Police Department, spending about 10-20% of his time in this role.
Employment History
Current Registrations
Womack Investment Advisers, INC
Previous Registrations
Trinity Capital Asset Advisors, LLC
Trinity Capital Asset Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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