Britton Williams is a CFP-designated registered investment advisor at Calamita Wealth Management, based in Raleigh, NC, with 15 years of industry experience. Britton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 110 clients with $140M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are calculated quarterly and paid in advance. The minimum quarterly fee for any account is $2,500. CWM may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where CWM deems appropriate under the circumstances.
Fee Estimator
Location
Raleigh, NC
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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 Activities
Britton is a minority member of Hideaway Hangout, LLC, an investment-related (personal) LLC that invests in real estate. Britton has no duties related to this investment and spends no time on it.
Employment History
Current Registrations
Calamita Wealth Management
Previous Registrations
Belpointe Asset Management LLC
Tuttle Tactical Management, LLC
Tuttle Wealth Management, LLC
State Registrations1 state
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