Andrew Williams
Andrew Williams is a registered investment advisor at Ae Wealth Management, LLC, based in Warren, ME, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B 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 | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
Warren, ME
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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
Andrew is the owner/managing member of Pillar Financial Solutions, LLC, where he focuses on insurance sales and services, taking about a quarter of his time. He also manages Delve Tech Solutions, LLC (IT/Business Management and Retail Sales), and Convergent Properties, LLC (Property Management & Renovation), dedicating minimal time to the first and about 10-20% of his time to the second.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Foundations Investment Advisors LLC
Cornerstone Investment Advisors, LLC
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.