| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.65% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by WIA and the Client. In certain circumstances, fees may be negotiated.
1366 E 15th St, Edmond, OK, 73013
Get directionsGregory is involved in several business activities, including insurance sales through Womack Advisers, LLC, which takes a few hours per week. He also manages commercial real estate, consulting firms, a publishing company, solar power development, ranches/lodges, and mineral interests, each requiring minimal time or no additional time commitment.