Assets Under Management
$76.4M
Number of Clients
167
Number of Advisors
3
Average Client AUM
$458K
AUM per Advisor
$25.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Womack Investment Advisers, Inc. (WIA) offers discretionary investment management and supervision services. They tailor portfolios based on client needs, financial goals, and risk tolerance, using CORE and Specialty Model Portfolios, and an Individual Stocks and Options Program (ISOP). WIA also provides financial planning and wealth management services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.65% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by WIA and the Client. In certain circumstances, fees may be negotiated.
1366 E 15th St, Edmond, OK, 73013