Jacqueline Williams
Jacqueline Williams is a registered investment advisor at Felicity Financial LLC, based in Charlotte, NC, with 2 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Minimum annual advisory fee is $6,000. Fixed income accounts have slightly different fee structure. IAR fees are negotiable.
Fee Estimator
Location
Charlotte, NC
Get directionsHistory
Regulatory History (1)
Financial
April 2018Other Business Activities
Jacqueline is a consultant and tax preparer for JD Investment & Consulting Firm, LLC, owner of Independent Source Publishings, LLC and Mattie's Fish Market, Ltd, and a ride-share driver. She spends minimal time on the tax preparation, publishing, and fish market businesses, and up to about half her time driving for ride-share services.
Employment History
Current Registrations
Felicity Financial LLC
Previous Registrations
Vanguard Marketing CorporationBroker
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.