Brad Williams
Brad Williams is a PFS-designated registered investment advisor at Williams and Schiller Wealth Management, LLC, based in Sandpoint, ID, with 19 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 8 more. Their firm serves 104 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable on a client-by-client basis. Multiple household accounts are aggregated for fee calculations.
Fee Estimator
Location
708 Superior Street, Sandpoint, ID, 83864
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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 →Other Business Activities
Brad is a Certified Public Accountant and a principal for Williams & Parsons, P.C. CPAs.
Employment History
Current Registrations
Williams and Schiller Wealth Management, LLC
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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