David Williams
David Williams is a CFA-designated registered investment advisor at Williams Capital Management Company, based in Wilmette, IL, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Other billing rates and methods can be negotiated in specific circumstances.
Fee Estimator
Location
825 Green Bay Road, Suite 220, Wilmette, IL, 60091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Williams Capital Management Company
Previous Registrations
Williams Capital Management Company
State Registrations1 state
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