DW
CFA
DW
CFA

Darren Williams

22 Years of Experience
Knoxville, TN

Darren Williams is a CFA-designated registered investment advisor at Martin & Company Investment Counsel, based in Knoxville, TN, with 22 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 119 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
119 clients
Average Client Portfolio
$13.9M average
Assets Under Management
$1.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees vary by investment strategy, program, and account type, and are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

625 South Gay Street, Suite 200, Knoxville, TN, 37902

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Martin & Company Investment Counsel
April 2004 - Present · 22 yrs 6 mos
State Registrations1 state
TN
Advisor

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.

Exams
No exam information available for this advisor.
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