Andrew Williams is a registered investment advisor at Lord, Abbett & CO. LLC, based in Portland, ME, with 3 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 25,775 clients with $270B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.35% |
| $100.0M - $200.0M | 0.25% |
| $200M+ | 0.20% |
Schedule represents Large Cap Value institutional strategy. Lord Abbett offers various strategies with distinct fee schedules, and fees are negotiable for larger accounts.
Fee Estimator
Location
Portland, ME
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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 →Employment History
Current Registrations
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLC
Lord Abbett Distributor LLCBroker
State Registrations5 states
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
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