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Cedric Williams

13 Years of Experience
Forrest City, AR
BrokerSells Insurance

Cedric Williams is a registered investment advisor at State Farm Investment Management CORP., based in Forrest City, AR, with 13 years of industry experience. Cedric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

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

1022 N Washington St, Forrest City, AR, 72335

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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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Other Business ActivitiesSells Insurance

Cedric owns an insurance agency, Cedric Williams's Insurance Agency, and dedicates about half of his time to it. He also serves as a board member for the Arkansas Alumni Association, president of East Arkansas Regional Youth Employment Initiative, and president of Cedric Williams Properties LLC.

Employment History
Current Registrations
State Farm Investment Management CORP.
April 2023 - Present · 3 yrs 1 mo
State Farm Vp Management CORP.
March 2012 - Present · 14 yrs 2 mos
State Farm Vp Management CORP.Broker
March 2012 - Present · 14 yrs 2 mos
State Registrations3 states
ARMSTN
AdvisorBrokerBoth

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.
Cedric Williams - Financial Advisor | TrueAdvisor