Daniel Williams
Daniel Williams is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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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
Great Point Capital LLCBroker
Previous Registrations
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.