Dallen Williams
Dallen Williams is a registered investment advisor at Larson Williams Wealth Advisors, LLC, based in Cedar City, UT, with 13 years of industry experience. Dallen 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 537 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Advisory fee is negotiable. Assets managed by Third Party Money Managers will be included in calculating the advisory fee.
Fee Estimator
Location
415 N Main Street, Suite 104, Cedar City, UT, 84721
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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 ActivitiesSells Insurance
Dallen is involved in several business activities, including real estate through Dalco Holdings LLC and Weichert Realtors-Color Country. He is also a partner at Larson Williams, recommending insurance and investment options, and an investment advisor representative/partner owner at Larson Williams Wealth Advisors LLC, dedicating nearly all of his time to this.
Employment History
Current Registrations
Larson Williams Wealth Advisors, LLC
Previous Registrations
Dfpg Investments, LLCBroker
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations3 states
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.