Womack Financial LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WFLLC also manages a private investment fund. WFLLC generally advises on mutual funds, fixed income, real estate funds, equities, ETFs, non-U.S. securities, venture capital funds and private placements. Clients can place restrictions on investments, but WFLLC may terminate the relationship if the restrictions hinder their ability to properly service the account.
Assets Under Management$130M
Clients137
Advisors3
Avg. per Client$970K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,020
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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