John Williams
John Williams is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2022Regulatory
August 2017Employment Separation After Allegations
July 2013Other Business ActivitiesSells Insurance
John is a partner in Triton Diversified, LLC, an independent insurance agent, owner of Hitchiti Creek Properties, LLC, a member of Two Hoyt Holdings, LLC, and a partner in Monkey Bayou, LLC. He dedicates minimal time to Triton Diversified, Hitchiti Creek Properties, and Monkey Bayou, LLC, about a few hours per week as an independent insurance agent, and about 10-20% of his time to Two Hoyt Holdings, LLC.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Advisory Services Network
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Morgan Keegan & Company, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.