Roderick Williams
Roderick Williams is a registered investment advisor at Hmv Wealth Advisors, LLC, based in Shreveport, LA, with 15 years of industry experience. Roderick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 113 clients with $460M 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 | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
All accounts for members of the client’s family (husband, wife and dependent children) or related business may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
333 Texas Street, Suite 1525, Shreveport, LA, 71101
Get directionsHistory
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
Roderick is the President and a Shareholder of Williams & Williams Real Estate, Inc., a commercial rental property business, and spends minimal time on general oversight and lease negotiations. He is also the trustee of the Chris & Denyse Williams Childrens Trust, dedicating minimal time to asset administration, and a Tax Manager at Heard, McElroy & Vestal LLC, spending minimal time on this role.
Employment History
Current Registrations
Hmv Wealth Advisors, LLC
Previous Registrations
Primerica Advisors
Primerica Advisors
PFS Investments INC.Broker
State Registrations2 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.