Freddy Williamson
Freddy Williamson is a registered investment advisor at Truewealth Advisors, LLC, based in Trussville, AL, with 39 years of industry experience. Freddy 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, Investment Management, and 3 more. Their firm serves 989 clients with $440M 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 | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
For portfolio management services using model portfolios on the Orion Communities platform, you will pay our standard portfolio management fee and will also pay a subscription fee of up to 0.70% depending on the model portfolio we select for your account. Your total advisory fee will not exceed 2% annually. Our advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
198 Main Street, Suite 100, Trussville, AL, 35173
Get directionsHistory
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 ActivitiesSells Insurance
Freddy owns Williamson Financial Services, providing financial planning and insurance services, dedicating full-time hours. He also owns TrueWealth Advisors LLC, providing investment advisory services, dedicating about a quarter of his time, and serves as a board member for Railroad Community Credit Union, dedicating minimal time.
Employment History
Current Registrations
Truewealth Advisors, LLC
Previous Registrations
Investment Advisors
Concourse Financial Group Securities, INC.Broker
Anchor National Financial Services, INC.Broker
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.