Heather Williams
Heather Williams is a CFA-designated registered investment advisor at Pointe Capital Management LLC, based in Grosse Pointe Farms, MI, with 9 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 187 clients with $440M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable and may be modified based on the scope and complexity of services. The fee scale also applies to PCM’s 401(k) management services, but fees are negotiable.
Fee Estimator
Location
102 Kercheval Avenue, Suite 200, Grosse Pointe Farms, MI, 48236
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 Activities
Heather is a trustee for the Burroughs Memorial Trust since 2008, which provides support to various community organizations. She dedicates minimal time to this investment-related activity, attending a couple of meetings per year and spending about an hour per month.
Employment History
Current Registrations
Pointe Capital Management LLC
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.