Donald Williams is a registered investment advisor at Prime Capital Financial, based in Tampa, FL, with 21 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
4200 W. Cypress Street Suite #860, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is a managing member of PCIA Tampa, LLC, which handles administrative tasks related to his contract with Prime Capital Investment Advisors, LLC, taking a few hours per week. He is also a member of CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC, dedicating minimal time, and a 20% shareholder in Tyler's Farm, LLC, a hydroponic lettuce farm, spending minimal time.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
The Mutual Fund Store
The Mutual Fund Store
The Mutual Fund Store
Cornerstone Advisors Asset Management INC
Cornerstone Institutional Investors, INC.
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.