Donna Williams
Donna Williams is a registered investment advisor at Waverley Wealth Management LLC, based in Mountain View, CA, with 10 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 114 clients with $200M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
2570 W. El Camino Real, Suite 680, Mountain View, CA, 94040
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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
Waverley Wealth Management LLC
State Registrations1 state
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