Jerry Williams
Jerry Williams is a registered investment advisor at Asset Management Advisors, LLC, based in Oklahoma City, OK, with 29 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Tax Planning. Their firm serves 101 clients with $220M 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 - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees are negotiable. Current client relationships may exist where the fees differ from the fee schedule.
Fee Estimator
Location
6307 Waterford Blvd Ste 200, Oklahoma City, OK, 73118
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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
Asset Management Advisors, LLC
State Registrations2 states
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