William Williams is a registered investment advisor at Wrwco, LLC, based in Houston, TX, with 33 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $98M 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 |
|---|---|
| $0K - $100K | 1.85% |
| $100K - $250K | 1.48% |
| $250K - $500K | 1.27% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.65% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.60% |
Fees are negotiable for amounts over $30,000,000.
Fee Estimator
Location
Houston, TX
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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 →Employment History
Current Registrations
Wrwco, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Leigh Baldwin & CO., LLCBroker
Century Securities Associates, INC.Broker
United Securities Alliance, INC.Broker
Wrwco, LLC
Smh Capital Advisors, INC.
Sanders Morris Harris INC.Broker
Amherst Securities Group, INC.Broker
Amherst Securities Group, INC.Broker
Westcap Securities, L.P.Broker
Westcap Government Securities, INC.Broker
State Registrations1 state
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