Ronald Williams
Ronald Williams is a CFP-designated registered investment advisor at Empower Financial Advisory, LLC, based in Glastonbury, CT, with 36 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 295 clients with $640M 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 $400K | 1.25% |
| $400K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
655 Winding Brook Drive, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Ronald works as an insurance producer, dedicating minimal time to insurance sales. This activity is investment-related.
Employment History
Current Registrations
Empower Financial Advisory, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Adviceone Advisory Services, LLC
Securities Service Network, LLCBroker
Bts Asset Management, INC.
Main Street Management CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.