Killana Williams
Killana Williams is a registered investment advisor at Private Client Services, LLC, based in Great Neck, NY, with 20 years of industry experience. Killana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1010 Northern Boulevard, Suite 310, Great Neck, NY, 11021
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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 Activities
Killana is a registered representative with Private Client Services (PCS) since January 2020. This activity requires about 10% of her time.
Employment History
Current Registrations
Private Client Services, LLCBroker
Palumbo Wealth Management LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
LPL Financial LLCBroker
David Lerner Associates, INC.Broker
Ladenburg Thalmann & CO. INC.Broker
M&t Securities, INC.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.