PW
PW

Peter Williams

14 Years of Experience
Atlanta, GA
Broker

Peter Williams is a registered investment advisor at Allspring Funds Management, LLC, based in Atlanta, GA, with 14 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
86 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.

Loading...

Location

Atlanta, GA

Get directions

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.

Learn about disclosures →
Other Business Activities

Peter is a board member for Public Broadcasting Atlanta, focusing on oversight and business strategy. He dedicates minimal time to this uncompensated role.

Employment History
Current Registrations
Allspring Funds Management, LLC
November 2022 - Present · 3 yrs 6 mos
Allspring Funds Distributor, LLC
September 2022 - Present · 3 yrs 8 mos
Allspring Funds Distributor, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Blackrock Financial Management, INC
October 2013 - June 2022 · 8 yrs 8 mos
Blackrock Investments, LLCBroker
October 2012 - June 2022 · 9 yrs 8 mos
Blackrock Execution ServicesBroker
August 2011 - October 2012 · 1 yr 2 mos
State Registrations1 state
GA
AdvisorBrokerBoth

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.