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Michael Williams

Truvestments Capital LLC
23 Years of Experience
Chicago, IL
2 Disclosures
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Michael Williams is a registered investment advisor at Truvestments Capital LLC, based in Chicago, IL, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M in assets under management.

Truvestments Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,317 clients
Average Client Portfolio
$502K average
Assets Under Management
$660.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.35%

Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 ReportHow 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 · 8 yrs 7 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

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.

Exams
No exam information available for this advisor.
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