Paul Williams is a registered investment advisor at Paul M Williams LLC, based in Katonah, NY, with 3 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K+ | 0.50% |
Investment management fee is 0.5% annually for portfolios of at least $100,000. Monthly planning fees are also available based on income.
Fee Estimator
Location
282 Katonah Ave, #515, Katonah, NY, 10536
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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 →Other Business Activities
Paul is the owner and general practice dentist at Paul Williams Inc. This activity is not investment-related.
Employment History
Current Registrations
Paul M Williams LLC
State Registrations1 state
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.