Daniel Williams
Daniel Williams is a registered investment advisor at Quincy Wells Advisors, LLC, based in Needham, MA, with 19 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 247 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quincy Wells Advisors tailors its investment management fees to each client, offering options that include percentage of portfolio assets, hourly charges, flat fees, or a combination. Fees are generally billed in advance based on the average daily balance of the account, though initial monthly fees are billed in the following month. The firm notes that total annual compensation, when combined with transaction-based or affiliate fees, generally does not exceed 2.5%. There are no mandatory minimum account sizes or minimum annual fees required to work with the firm.
Location
35 Highland Cr, Ste 103, Needham, MA, 02494
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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 ActivitiesSells Insurance
Daniel owns Wellfleet Wealth Advisors, LLC, offering life insurance solutions, dedicating a few hours per week. He also rents out space in his primary residence periodically and is a board member of Healing Hands Worldwide, a non-profit, spending minimal time on these activities.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Quincy Wells Capital, LLC
Quincy Wells Capital, LLCBroker
Previous Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Acorn Financial Advisory Services, INC.
The Strategic Financial Alliance, INC.Broker
Wellfleet Wealth Advisors LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations6 states
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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