Wootton Financial Group INC
Assets Under Management
$135.3M
Number of Clients
318
Number of Advisors
2
Average Client AUM
$426K
AUM per Advisor
$67.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Game Plan Advisors provides financial planning, investment management, and investment consultation services. They review client financial situations, design portfolios, and manage assets. They also offer 401(k) advisory services and turnkey asset management program (TAMP) through Sherman Portfolios, LLC.
Fee Structure
Investment management fees range from 0.25% to 3% annually, as agreed upon. Financial planning fees range from $1,500 to $5,000, billed hourly or as a fixed amount. 401(k) advisory services are billed up to $1,050 per year. Investment consultation fees are up to $500 per hour. TAMP clients pay an additional 0.13% to 0.85% of assets under management, including Sherman's fees. All advisory fees are negotiable.
Areas of Practice
Location
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX, 77304