Owen Williamson is a registered investment advisor at Williamson Legacy Group, LLC, based in Brooklyn, NY, with 4 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 362 clients with $210M 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 $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees may be negotiable. Some clients have historical fee schedules with higher rates.
Fee Estimator
Location
Brooklyn, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Williamson Legacy Group, LLC
Previous Registrations
Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC
State Registrations2 states
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