Lucien Williams
Lucien Williams is a registered investment advisor at Williams Wealth Management, INC., based in Augusta, GA, with 13 years of industry experience. Lucien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 80 clients with $42M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
3540 Wheeler Road, Suite 106, Augusta, GA, 30909
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
Lucien works as a caddie for Caddie Master Enterprises at Augusta National Golf Club since 2004, working occasional weekends. Lucien is also an independent licensed insurance agent, which presents a conflict of interest with his fiduciary duties as a registered investment advisor.
Employment History
Current Registrations
Williams Wealth Management, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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