Brian Williams is a registered investment advisor at Northshire Consulting, LLC, based in Southington, CT, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 39 clients with $16M 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 | 0.50% |
| $1M+ | 0.40% |
Fee Estimator
Location
Southington, CT
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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 →Employment History
Current Registrations
Northshire Consulting, LLC
Previous Registrations
Northshire Consulting, LLC
Northshire Consulting, LLC
Triad Advisors LLCBroker
Future Benefits INC
Fieldpoint Private Securities, LLCBroker
Nutmeg Securities, LLC
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.