William Womack
William Womack is a registered investment advisor at Green Turtle Capital Management, LLC, based in Jackson, MS, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Management Fee is an amount equal to the sum of one-quarter of one percent (0.25%) of the Capital Account of such Limited Partner as of the last day of each of the three most recent month-end periods. Annualized, this is 1%.
Fee Estimator
Location
1667 Lelia, Suite 101, Jackson, MS, 39216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is the President of Womack Asset Mgt and owns 25% of Green Turtle Capital Mgt LLC, dedicating about half of his time to these businesses. He is also a stockholder in Uptick Enterprises, manages a fishing boat, and is a managing member/investor of Running Wild LLC, spending minimal time on these activities.
Employment History
Current Registrations
Green Turtle Capital Management, LLC
Previous Registrations
Womack Asset Management
Johnson Rice & Company L.L.C.Broker
Coker & Palmer, INCBroker
Deposit Guaranty Investments, INC.Broker
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.