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 $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.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, as detailed in the fee schedule. These fees are negotiable. Wealth planning and management fees can be based on AUM, fixed retainer fees, or hourly fees. Financial planning services are offered for a fixed one-time fee, an ongoing flat fee, or hourly rates ranging from $50 to $500 per hour, depending on complexity and staff level. The minimum account size for Investment Management and Consulting Services is $250,000.
Areas of Practice
Advisor Information
Office location
904 Manhattan Ave, Suite 9, Manhattan Beach, CA, 90266
Get directionsRegulatory History (1)
Criminal
December 1987Other Business Activities
Scott is the owner of Womack Business Management, Inc., which provides business management and non-investment related family office services. He spends a few hours per week on this activity.