George Williams
George Williams is a registered investment advisor at Wealthspire Retirement Advisory, based in Norwell, MA, with 30 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6,585 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Retirement's investment management fees are based on a percentage of the assets in your plan or a flat fee, depending on the services you need. The exact fee is negotiable and depends on factors like the scope of services, complexity, duration, and the size of your plan. Asset-based fees will not exceed 1.60% of plan assets.
Location
141 Longwater Drive, Suite 101, Norwell, MA, 02061
Get directionsHistory
Regulatory History (1)
Financial
December 2016Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Adp Broker-Dealer, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Reynolds Kendrick Stratton, INC.Broker
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.