Womack Wealth Management provides investment management and consulting services to help clients achieve their financial goals. They also offer wealth planning and management, which includes comprehensive financial planning, estate and tax planning advice, and risk management. Financial planning is available as a stand-alone service or as part of the wealth planning and management service. Womack Wealth Management also offers turn-key asset management and sub-advisory investment management services for other advisors.
Assets Under Management$400M
Clients196
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$81M
www.facebook.com/womackwealthmanagement ·www.linkedin.com/company/womack-wealth-management ·www.womackwealthmanagement.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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