Jim Williams is a CFA-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Jacksonville, FL, with 8 years of industry experience. Jim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
6101 Gazebo Park Place North, Suite 105, Jacksonville, FL, 32257
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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 →Other Business Activities
Jim is the sole proprietor of a single-family rental property business since 2001. He spends minimal time reviewing management company requests and reports, and this business is not investment related.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Fortress Wealth Planning
Hightower Advisors, LLC
State Registrations1 state
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