Womack Investment Advisers (WIA) offers investment management and financial planning services. WIA manages investments based on your goals and risk tolerance, using models and individual stock/option programs. WIA also offers financial planning services, including creating financial plans and providing ongoing wealth management. WIA may use third-party money managers and sub-advisers. WIA also offers consulting services on a limited basis.
Assets Under Management$76M
Clients167
Advisors3
Avg. per Client$460K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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