Abigail Williams is a CFP-designated registered investment advisor at Naviant Partners, LLC, based in Longview, TX, with 3 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Naviant Partners charges a percentage of your portfolio each year for investment management. The exact percentage depends on the scope and complexity of services, the amount of assets managed, and your overall relationship with the firm, up to a maximum of 1.50% annually. Fees are paid in advance each calendar quarter, based on the value of your portfolio at the end of the previous quarter. Fees may be negotiable.
Location
Longview, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Abigail is an Independent Market Partner for MONAT, promoting and selling haircare, skincare, and makeup products, primarily through social media. This takes about 10-20% of her time.
Employment History
Current Registrations
Naviant Partners, LLC
Previous Registrations
Stone Oak Wealth Management, LLC
Captrust
State Registrations1 state
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