Rare Williams is a CFA-designated registered investment advisor at Chandler Asset Management INC, based in San Diego, CA, with 7 years of industry experience. Rare operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 259 clients with $45B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Rates vary by strategy: Fixed income management is 0.15% annually (with a $20M minimum), and multi-asset class management is 0.25% annually (with a $1M minimum). Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
9255 Towne Centre Drive, Suite 600, San Diego, CA, 92121
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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 →Employment History
Current Registrations
Chandler Asset Management INC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Morgan StanleyBroker
Morgan Stanley
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
State Registrations1 state
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
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