Daniel Williams
Daniel Williams is a CFP, ChFC-designated registered investment advisor at Williams Advisory Services, LLC, based in Wellesley, MA, with 24 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 49 clients with $58M 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
At WAS's discretion, client accounts from one household may be consolidated with client accounts from other households to aggregate account values for fee calculations. The annual fee may then be based on an aggregate value of all accounts within the combined household. Fees are negotiable.
Fee Estimator
Location
900 Washington Street, Wellesley, MA, 02482-5725
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Daniel sells fixed insurance products as an agent from the branch location. He also teaches adult education classes at local high schools, which is not investment-related.
Employment History
Current Registrations
Williams Advisory Services, LLC
Previous Registrations
Comprehensive Capital Management, INC.
Heritage Financial Services, INC.
Commonwealth Financial Network
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.