Scott Womack
Scott Womack is a registered investment advisor at Womack Wealth Management, INC., based in Manhattan Beach, CA, with 30 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 196 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 accounts over $50,000,000.
Fee Estimator
Location
904 Manhattan Ave, Suite 9, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (1)
Criminal
December 1987Other Business Activities
Scott is the owner of Womack Business Management, Inc., which provides business management and non-investment related family office services. He spends a few hours per week on this activity.
Employment History
Current Registrations
Womack Wealth Management, INC.
Previous Registrations
Universal Advisory Services
Universal Advisory Services INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.