Angela Williams is a CFP-designated registered investment advisor at Wealthquest Corporation, based in Oak Brook, IL, with 16 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,593 clients with $2.2B 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Ascend clients with under $500,000 pay 1.00% plus a $1,800 annual fixed fee and a $2,000 initial setup fee. Expeditions and Summit clients with assets under $500,000 are subject to a minimum quarterly fee of $1,500. Fees are negotiable.
Fee Estimator
Location
2015 Spring Road, Suite B315, Oak Brook, IL, 60523
Get directionsHistory
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
Wealthquest Corporation
Previous Registrations
PNC Investments
Amerivest Investment Management, LLC
TD Ameritrade, INC.
State Registrations1 state
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
More Advisors
- Joshi Koneru, CFPWatershed Private Wealth
- Frank Kautzky, ChFCChicago Oakbrook Financial Group
- Jeremy Schares, CFPWaverly Advisors, LLC
- Andrew Powers, CFPLPL Financial LLC
- Sean Nash, CFPCreative Planning
- Michael Mccabe, CFPHightower Advisors, LLC