Derek Williams
Derek Williams is a CFP-designated registered investment advisor at Williams Wealth Management Group, INC., based in Bradenton, FL, with 24 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 7 more. Their firm serves 446 clients with $140M 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 | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000. Additional 0.50% fee may be added for Client Directed Portfolio.
Fee Estimator
Location
2328 Manatee Avenue West, Bradenton, FL, 34205
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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
Derek is the President/CFP of Williams Wealth Management Group Inc., an RIA, and offers life insurance as part of comprehensive financial plans. He is also a licensed insurance agent and a registered representative with LaSalle St. Securities, LLC, spending nearly full-time on these investment-related activities, and manages several real estate and retail businesses, dedicating minimal time to each.
Employment History
Current Registrations
Williams Wealth Management Group, INC.
Previous Registrations
Lasalle St Securities, L.L.C.Broker
Williams Wealth Management Group, INC.
Moseley Investment Management, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Linsco/private Ledger CORP.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.