Stephen Williams
Stephen Williams is a registered investment advisor at Edward Jones, based in Hendersonville, TN, with 18 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
174 Saundersville Rd Suite 402, Hendersonville, TN, 37075
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2011Customer Dispute
September 2010Other Business Activities
Stephen owns multiple rental properties in Hendersonville and Chattanooga, TN, and is also a soccer coach. He dedicates a few hours per week to these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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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