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Christopher Williams

17 Years of Experience
Ashburn, VA

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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$72.0M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $8.0M0.65%
$8.0M - $23.0M0.50%
$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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20130 Lakeview Center Plaza, Suite 400, Ashburn, VA, 20147

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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.

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Employment History
Current Registrations
Capital Fiduciary Advisors
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Andersen
May 2016 - July 2021 · 5 yrs 2 mos
Capital Fiduciary Advisors, LLC
July 2011 - July 2016 · 5 yrs
Capital Fiduciary Advisors, INC.
January 2010 - September 2011 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2007 - December 2008 · 1 yr 10 mos
State Registrations1 state
VA
Advisor

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.
Christopher Williams - Financial Advisor | TrueAdvisor