Theodore Williams
Theodore Williams is a registered investment advisor at Federated Investment Counseling, based in Princeton Junction, NJ, with 20 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,578 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Federated Investment Counseling charges fees based on a percentage of the assets they manage. These fees vary depending on the type of account and the amount of assets.
For separate accounts, fees range from 0.06% to 0.75% depending on the asset class and amount invested. For managed accounts, fees range from 0.25% to 0.85%. Some accounts may also have performance-based fees. Fees are negotiable and may be modified based on the services provided and the terms of the agreement.
Location
Princeton Junction, NJ
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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 →Employment History
Current Registrations
Federated Investment Counseling
Federated Securities CORP.
Federated Securities CORP.
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.Broker
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
E*trade Securities LLCBroker
Maxim Group LLCBroker
State Registrations52 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.