Michael Williamson
Michael Williamson is a registered investment advisor at Williamson Price Modern Wealth Management LLC, based in Reno, NV, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are negotiable based on historical relationship, asset type, anticipated future contributions, and other factors.
Fee Estimator
Location
7665 Town Square Way, Suite 201A, Reno, NV, 89523
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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
Williamson Price Modern Wealth Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
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
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