Thomas Williams
Thomas Williams is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Shreveport, LA, with 39 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
6425 Youree Dr., Suite 180, Shreveport, LA, 71105
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1999Other Business Activities
Thomas is an advisory member for two non-profit organizations and a committee member for a church, dedicating minimal time to each. He also works full-time as an IAR for RFG Advisory and as a registered representative/owner for Williams Financial Advisors, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations2 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.