Billy Williams
Billy Williams is a CFP, ChFC-designated registered investment advisor at Williams Financial Group, based in Mobile, AL, with 24 years of industry experience. Billy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 521 clients with $290M 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000. Minimum fee is $3,000/year per household.
Fee Estimator
Location
2616-A Dauphin Street, Mobile, AL, 36606
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Billy owns 100% of Legacy Development LLC and 50% of B&L Properties LLC, both set up for rental income, and is also an owner of Amitie, LLC, a home construction and rehab company. Billy also works as an insurance broker and is the Head of Investor Relations for InnoMed Tech, LLC, a medical device company, dedicating minimal time to the real estate and insurance activities and a few hours per week to InnoMed Tech.
Employment History
Current Registrations
Williams Financial Group
Previous Registrations
Aptus Capital Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 states
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.