Womack Investment Advisers provides personalized investment management and financial planning services for individuals, high-net-worth individuals, and small businesses. Founded in 2000 and located in Edmond, Oklahoma, and San Diego, California, the firm builds customized portfolios using core models, specialty portfolios, individual stocks and options, and third-party managers. Womack Investment Advisers focuses on fundamental and technical analysis, constructing portfolios aligned with client risk tolerances and financial goals. In addition to investment management, the firm offers financial planning, retirement planning, tax planning strategies, and consulting services. Womack Investment Advisers operates as a registered investment advisor and acts in the best interest of clients.
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.