Danny Williams
Danny Williams is a CFP-designated registered investment advisor at Element Wealth, LLC, based in Ridgeland, MS, with 26 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 743 clients with $740M 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. Household accounts may be combined to lower the applicable fee tier. Employer-sponsored retirement plan fees are 1.00% for plans $5,000,000 and under, and 0.75% for plans over $5,000,000.
Fee Estimator
Location
800 Woodlands Pky, Suite 201, Ridgeland, MS, 39157
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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.
Exams
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