Danny Williams
Danny Williams is a CFP-designated registered investment advisor at Element Wealth, LLC, based in Ridgeland, MS, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 679 clients with $640M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. There are existing accounts of Element Wealth who may be under an investment advisory agreement with a different fee schedule. Element Wealth reserves the right to “Grandfather” (not increase or decrease) fees applicable to such accounts.
Fee Estimator
Location
800 Woodlands Pky, Suite 201, Ridgeland, MS, 39157
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 →Employment History
Current Registrations
Element Wealth, LLC
Previous Registrations
UBS Financial Services INC.
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.