David Williams is a CFA-designated registered investment advisor at Smith Shellnut Wilson, based in Gurley, AL, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 384 clients with $8B 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 | 1.50% |
| $1.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fees are negotiable. Fees are generally lower for non-discretionary accounts.
Fee Estimator
Location
Gurley, AL
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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 →Other Business Activities
David is a partner in American Timber and Agriculture, LLC, investing in forestry and wildlife, dedicating a few hours per week. He is also a managing member of Yazoo Harris Timber LLC, involved in timber investments, spending minimal time consulting with the timber manager.
Employment History
Current Registrations
Smith Shellnut Wilson
Previous Registrations
Suntrust Robinson Humphrey, INC.Broker
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
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.