| 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.
904 Manhattan Ave, Suite 9, Manhattan Beach, CA, 90266
Get directionsNo 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 →Robert is the sole owner of Seltzer Business Management, Inc., a California C-Corp providing tax and business management services. He anticipates splitting his work hours between this company and Womack Wealth Management, Inc., potentially with a higher emphasis on the latter in the future.