Brendon Williams
Brendon Williams is a registered investment advisor at Navellier & Associates INC, based in New York, NY, with 30 years of industry experience. Brendon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,303 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navellier & Associates manages investments for a fee based on a percentage of your portfolio. The annual fee typically ranges from 0.30% to 1.25% depending on the investment strategy. Fees are calculated quarterly, in advance, based on the portfolio's market value. There is no minimum fee. If you end your relationship with Navellier before the end of a quarter, you'll receive a pro-rata refund.
For Private Client Group clients, the fees are:
- $500,000 to $1,500,000: 1.00%
- $1,500,001 to $2,500,000: 0.85%
- $2,500,001 to $5,000,000: 0.70%
- Over $5,000,000: 0.60%
Accounts under $500,000 are billed at 1.25%.
Location
1345 6th Ave 2nd Floor, New York, NY, 10105
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business Activities
Brendon is a Senior Director at Navellier and Associates since 2015, dedicating about 10-20% of his time. He also works as a consultant for RealtyMogul Commercial Capital Co. and RealtyMogul Co., spending minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Navellier & Associates INC
Previous Registrations
Rm Securities, LLCBroker
North Capital Private Securities CorporationBroker
Corecap Investments, INC.Broker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
UBS International INC.Broker
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
J.P. Morgan Securities INC.Broker
Hambrecht & Quist LLCBroker
State Registrations48 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.