Michael Williams
Michael Williams is a registered investment advisor at Coppell Advisory Solutions LLC, based in New Castle, PA, with 14 years of industry experience. Michael 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. Their firm serves 9,336 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
New Castle, PA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2009Other Business ActivitiesSells Insurance
Michael works as an insurance agent for The Williams Group since 1991, dedicating full-time hours to insurance sales. This activity is investment-related.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Panthrex Asset Management LLC
Virtue Capital Management, LLC
Horter Investment Management, LLC
Fa Advisor Network, LLC.
Ram Advisory Services, INC.
Horter Investment Management, LLC
State Registrations3 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.