Joseph Williamson
Joseph Williamson is a registered investment advisor at Williamson Legacy Group, LLC, based in Carmel, IN, with 41 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 362 clients with $210M 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 | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees may be negotiable. Some clients have historical fee schedules with higher rates.
Fee Estimator
Location
254 E Carmel Drive, Carmel, IN, 46032
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Criminal
February 1970Other Business Activities
Joseph is an inactive CPA in Indiana and an author of a workbook. He also owns rental property and a ministry book sales business, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Williamson Legacy Group, LLC
Previous Registrations
Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations1 state
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.