Daniel Williams is a registered investment advisor at Williams Financial Services, LLC, based in Salisbury, MD, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are billed quarterly in arrears.
Fee Estimator
Location
Salisbury, MD
Get directionsHistory
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
Daniel is self-employed as a management consultant, providing financial services under the name Daniel P. Williams since 1988. This activity takes up more than full-time hours.
Employment History
Current Registrations
Williams Financial Services, LLC
State Registrations2 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.
Exams
More Advisors
- Kyle Banks, CFPPks Investment Advisors LLC
- Jessica Eisemann, CFPEdward Jones
- Randall O'neal, CFPEdward Jones
- Karen Davis, ChFCState Farm Investment Management CORP.
- Colton Hastings, CFPPks Investment Advisors LLC
- Jonathan Wasey, CFPLPL Financial LLC