Womack Wealth Management, INC.
Assets Under Management
$362.1M
Number of Clients
192
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$72.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Womack Wealth Management offers investment management and consulting, wealth planning and management, financial planning services, turn-key asset management services for advisors, and sub-advisory investment management services. They base portfolio design on Modern Portfolio Theory and Efficient Markets Hypothesis.
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
Location
904 Manhattan Ave, Suite 9, Manhattan Beach, CA, 90266