Womack Investment Advisers, INC
Assets Under Management
$76.4M
Number of Clients
167
Number of Advisors
3
Average Client AUM
$458K
AUM per Advisor
$25.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Womack Investment Advisers (WIA) offers discretionary investment management and supervision. They determine portfolio composition based on client needs, goals, and risk tolerance, using CORE and Specialty Model Portfolios, and an Individual Stocks and Options Program (ISOP). WIA also provides financial planning and wealth management services.
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
Location
1366 E 15th St, Edmond, OK, 73013