Karissa Goessl is a registered investment advisor at Williams Asset Management, based in Columbia, MD, with 8 years of industry experience. Karissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Williams Asset Management offers ongoing portfolio management services. The annual fee is a percentage of your portfolio's value, and the rate decreases as your portfolio grows:
- $0 - $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.90%
- $2,000,001 - $5,000,000: 0.80%
- $5,000,001 - $10,000,000: 0.60%
- $10,000,001 and up: 0.45%
Williams Asset Management also offers wealth management services, which combines portfolio management with ongoing financial planning. The annual fee is a percentage of your portfolio's value, and the rate decreases as your portfolio grows:
- $0 - $500,000: 1.25%
- $500,001 - $1,000,000: 0.95%
- $1,000,001 - $2,000,000: 0.90%
- $2,000,001 - $5,000,000: 0.85%
- $5,000,001 - $10,000,000: 0.70%
- $10,000,001 and up: 0.45%
These fees are negotiable.
Location
8850 Columbia 100 Parkway, Suite 204, Columbia, MD, 21045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Williams Asset Management
Previous Registrations
Commonwealth Financial Network
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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