Christopher Williams is a registered investment advisor at Capital Fiduciary Advisors, based in Ashburn, VA, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37 clients with $72M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $8.0M | 0.65% |
| $8.0M - $23.0M | 0.50% |
| $23M+ | 0.40% |
All engagements may be subject to a minimum annual fee of $10,000. Occasionally, fee arrangements may be negotiated outside of the above terms depending on complexity.
20130 Lakeview Center Plaza, Suite 400, Ashburn, VA, 20147
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