Scott Williams
Scott Williams is a registered investment advisor at Advisory Services Network, based in Franklin, TN, with 33 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
3401 Mallory Lane, Suite 100, Franklin, TN, 37067
Get directionsHistory
Regulatory History (6)
Financial
September 2022Regulatory
May 2022Customer Dispute
June 2020Customer Dispute
February 2019Employment Separation After Allegations
July 2018Customer Dispute
January 2009Employment History
Current Registrations
Advisory Services Network
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B Hilliard, W.L. Lyons, LLCBroker
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.
Exams
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