Valerie Williams
Valerie Williams is a CFP-designated registered investment advisor at Sincerus Advisory, based in Fayetteville, GA, with 24 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 169 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the discretion of Sincerus Advisory. Minimum annual fee for any advisory service is $7,000.
Fee Estimator
Location
Fayetteville, GA
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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 ActivitiesSells Insurance
Valerie owns Clientleap, Inc., an S-corp established in 2016 to provide lead generation and sales consulting services, but it is currently inactive. She is also an independent agent for Mutual Trust Life Insurance Co. since 2019, selling life insurance for a few hours per week.
Employment History
Current Registrations
Sincerus Advisory
Previous Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Mwa Financial Services INC.Broker
Suntrust Robinson Humphrey, INC.Broker
Suntrust Investment Services, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Suntrust Securities, INC.Broker
State Registrations2 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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