MW
MW

Michael Williamson

14 Years of Experience
Charleston, SC

Michael Williamson is a registered investment advisor at Advisor.com, based in Charleston, SC, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 594 clients with $51M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
594 clients
Average Client Portfolio
$86K average
Assets Under Management
$51.3M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees for Advisor Wealth Management (AWM) services are negotiable, but generally range from $1000 to $5,000 per year on a flat fee basis or 0.5% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

525 King Street, Ste B, Charleston, SC, 29403

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Advisor.com
October 2024 - Present · 1 yr 7 mos
Previous Registrations
First Citizens Investor Services, INC.
July 2021 - October 2024 · 3 yrs 3 mos
First Citizens Investor Services, INC.Broker
July 2021 - October 2024 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
March 2013 - June 2021 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLC
March 2013 - June 2021 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - December 2012 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - December 2012 · 1 yr 3 mos
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.
Michael Williamson - Financial Advisor | TrueAdvisor