Michael Wayne Williams

Truvestments Capital LLC

22 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Truvestments Capital LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

1,473 clients

Average Client Portfolio

$408K average

Assets Under Management

$601.2M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $3.0M	1.75%
$3.0M - $5.0M	1.50%
$5M+	1.35%

The annual fee is negotiable based upon certain criteria.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

980 North Michigan Avenue, 14th Floor, Chicago, IL, 60611

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

October 1994

Customer Dispute

October 1989

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

Michael is a Managing Member of Advisor Revolution LLC, providing consulting services to Demogronomics, a demography consulting firm. This activity does not generate commissions.

Employment History

Current Registrations

Truvestments Capital LLC

March 2018 - Present · 7 yrs 11 mos

Previous Registrations

Truvestments Capital LLC

August 2017 - March 2018 · 7 mos

Insight Folios

January 2017 - August 2017 · 7 mos

Genesis Asset Management, LLC

June 2012 - December 2016 · 4 yrs 6 mos

Nations Financial Group, INC.

March 2007 - June 2007 · 3 mos

Nations Financial Group, INC.Broker

January 2007 - June 2007 · 5 mos

Lepercq, De Neuflize/tocqueville Securities, L.P.Broker

July 2006 - January 2007 · 6 mos

Fsc Securities CorporationBroker

May 1987 - December 1988 · 1 yr 7 mos

The Planner's Securities Group, INC.Broker

July 1985 - May 1986 · 10 mos

Fsc Securities CorporationBroker

November 1980 - December 1988 · 8 yrs 1 mo

State Registrations2 states

FLIL

Advisor

Exams

No exam information available for this advisor.