Antoine Williams
Antoine Williams is a registered investment advisor at Antoine Williams & Associates Wealth Management, LLC, based in Shelburne, VT, with 28 years of industry experience. Antoine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 356 clients with $290M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Location
2989 Shelburne Road, Shelburne, VT, 05482
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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
Antoine Williams & Associates Wealth Management, LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
Edward JonesBroker
Bear, Stearns & CO. INC.Broker
State Registrations2 states
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