Steven Williams is a registered investment advisor at Cerity Partners LLC, based in Irvine, CA, with 24 years of industry experience. Steven 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 19,810 clients with $120B 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 | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
18881 Von Karman Avenue, Irvine, CA, 92612
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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
Steven owns and rents investment property through Taff Avenue, LLC since 2016. His wife handles the day-to-day business, and Steven spends minimal time on this activity.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Cantor Fitzgerald & CO.Broker
Sc Distributors, LLCBroker
Realty Capital Securities, LLCBroker
Kbs Capital Markets Group LLCBroker
Deutsche Bank Securities INC.Broker
Deutsche Investment Management Americas INC.
Scudder Investor Services, INC.Broker
Scudder Weisel Capital, LLCBroker
J. P. Morgan Advisors, INC.Broker
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.