Paul Williams
Paul Williams is a CFA-designated registered investment advisor at Paul R. Williams Investment Advisor, based in Thousand Oaks, CA, with 5 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $50M 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 $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees on amounts in excess of $2 Million are subject to negotiation.
Fee Estimator
Location
Thousand Oaks, CA
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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
Paul R. Williams Investment Advisor
State Registrations1 state
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