Joseph Williams
Joseph Williams is a CFA-designated registered investment advisor at J. Williams Wealth Management, LLC, based in East Dennis, MA, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Clients may also select a flat annual fee or a performance-based fee (5% of gains) if they are qualified.
Fee Estimator
Location
East Dennis, MA
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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
Joseph is a partner in Mermaid Cottage, a home-based bed and breakfast, since 1997. He spends about 7% of his time on this business, with duties including hosting, accounting, financing, and washing dishes.
Employment History
Current Registrations
J. Williams Wealth Management, LLC
State Registrations1 state
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