Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.65% |
Fee Estimator
Investment management fees for CORE and Specialty Model Portfolios are tiered, starting at 1.5% annually on the first $250,000. Individual Stocks and Options Program (ISOP) fees start at 2.25% annually on the first million. Financial planning fees range from $100 to $500 per hour or a fixed amount, with a $1,500 minimum annual payment. Wealth management fees range from 0.25% to 1.00% annually, also with a $1,500 minimum. Consulting fees range from $200 to $750 per hour or a negotiated flat rate. An administrative fee of $250 applies if an account is closed within the first 12 months.
Areas of Practice
Advisor Information
Office location
1366 E 15th St, Edmond, OK, 73013
Get directionsRegulatory History (2)
Regulatory
September 2022Civil
August 2022Other Business ActivitiesSells Insurance
Gregory is involved in several business activities, including insurance sales through Womack Advisers, LLC, which takes a few hours per week. He also manages commercial real estate, consulting firms, a publishing company, solar power development, ranches/lodges, and mineral interests, each requiring minimal time or no additional time commitment.