Trigg Williamson is a registered investment advisor at Advisor.com, based in Charlotte, NC, with 6 years of industry experience. Trigg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 594 clients with $51M 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 | 0.50% |
Fees for Advisor Wealth Management (AWM) services are negotiable, but generally range from $1000 to $5,000 per year on a flat fee basis or 0.5% of assets under management.
Fee Estimator
Location
Charlotte, NC
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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
Advisor.com
Previous Registrations
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Vanguard Marketing CorporationBroker
State Registrations13 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.