Steven Williamson
Steven Williamson is a registered investment advisor at Williamson Wealth Management, based in Canton, OH, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 129 clients with $33M 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 $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
4067 Whipple Ave NW, Suite A, Canton, OH, 44646
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2009Customer Dispute
June 2009Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Steven is an independent insurance agent selling life insurance and fixed products, dedicating about full-time hours to this activity. He also sells insurance or fixed annuities through Leacy Investment Group, dedicating about full-time hours to this activity as well.
Employment History
Current Registrations
Williamson Wealth Management
Previous Registrations
Legacy Investment Group, LLC
Helios Investments INC
Cadaret Grant & CO INC
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.