Stephen Williams
Stephen Williams is a registered investment advisor at Verus Capital Partners, LLC, based in Madison, AL, with 32 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B 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 | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
8331 Madison Boulevard, Suite 100, Madison, AL, 35758
Get directionsHistory
Regulatory History (2)
Regulatory
May 2007Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Stephen sells insurance products, including fixed annuities, life insurance, and long-term care insurance, dedicating about a quarter of his time to this. He also owns LifeCourse Capital Inc. (an RIA), LifeCourse Tax Services, Inc., Abundance Building Concepts LLC, and rents office space.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.Broker
Lifecourse Capital, INC.
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations24 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.