Brent Williams is a registered investment advisor at Taylor & Williams, INC., based in Lutz, FL, with 24 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 187 clients with $73M 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 $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable within each tier on a client-by-client basis depending on the size and complexity of the portfolio managed.
Fee Estimator
Location
286 Crystal Grove Blvd., Lutz, FL, 33548
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 →Other Business ActivitiesSells Insurance
Brent is the sole managing member of TW Stewards, LLC, a company set up to manage a property, spending a few hours per week. Brent is also a licensed insurance agent selling life, health, and annuity insurance products, but devotes minimal time to these services.
Employment History
Current Registrations
Taylor & Williams, INC.
State Registrations1 state
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.