Don Williams
Don Williams is a registered investment advisor at Trustwell Financial Advisors, LLC, based in Jacksonville, FL, with 35 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 366 clients with $260M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are calculated using the average daily balance during each calendar quarter and are negotiable on a client-by-client basis.
Fee Estimator
Location
8825 Perimeter Park Boulevard, Suite 304, Jacksonville, FL, 32216
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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 →Other Business Activities
Don is a Vice President at Imperial Distributors of Florida, Inc., a storage facility, dedicating minimal time to this role. He also owns a vacation rental property, spending no time on its management.
Employment History
Current Registrations
Trustwell Financial Advisors, LLC
State Registrations4 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.
Exams
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