Fredric Williams is a registered investment advisor at Old Port Advisors, based in Portland, ME, with 17 years of industry experience. Fredric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 952 clients with $750M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.63% |
| $5M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. A 20% discount is accorded to qualified charitable organizations.
Fee Estimator
Location
130 Middle Street, 2nd Floor, Portland, ME, 04101-7104
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 1995Employment Separation After Allegations
December 1994Customer Dispute
November 1990Employment History
Current Registrations
Old Port Advisors
State Registrations2 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.