Charles Womack
Charles Womack is a registered investment advisor at Womack Wealth Management, INC., based in Manhattan Beach, CA, with 26 years of industry experience. Charles 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Womack Wealth Management, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
Sovereign Wealth Advisors LLC
Piedra Capital LTD
State Registrations4 states
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