Douglas Williams
Douglas Williams is a registered investment advisor at Retirement Planners of America, based in Houston, TX, with 12 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,657 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Standard fee is 1.30% annually, while legacy clients may pay 1.25%. Accounts with $250,000 or less custodied at Pershing in the Retirement Planners of America Direct program pay 1.85%. Variable annuities, certain 401(k) accounts, and held-away accounts are charged a flat negotiable fee not to exceed 1.25%.
Fee Estimator
Location
757 North Eldridge Parkway, Two Eldgridge, Suite 1250, Houston, TX, 77079
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Employment History
Current Registrations
Retirement Planners of America
Previous Registrations
Edward Jones
Alliancebernstein L.P.
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.
Exams
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