CW
ChFC

Christopher Jason Wootton

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
318 clients
Average Client Portfolio
$426K average
Assets Under Management
$135.3M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $500/hr

Investment management fees range from 0.25% to 3%, as agreed upon by both parties. Financial planning fees range from $1,500 to $5,000, based on the complexity of the case. 401(k) advisory services are billed at a negotiated rate of up to $1,050 per year. Investment consultation fees are up to $500 per hour. Clients using the TAMP program will be charged an additional asset-based fee ranging from 0.13% to 0.85%. All advisory fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX, 77304

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wootton Financial Group INC
January 2008 - Present · 18 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.