Assets Under Management
$362.1M
Number of Clients
192
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$72.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Womack Wealth Management offers investment management and consulting, wealth planning and management, and financial planning services. They utilize Modern Portfolio Theory and Efficient Markets Hypothesis. They also provide advisory services to pensions, profit sharing plans, foundations, endowments, and Native American tribes.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
Fees negotiable for assets greater than $50,000,000.
904 Manhattan Ave, Suite 9, Manhattan Beach, CA, 90266