Joseph Williams is a CFP, PFS-designated registered investment advisor at Precedent Wealth Partners, LLC, based in Houston, TX, with 30 years of industry experience. Joseph 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. Their firm serves 166 clients with $540M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
1800 West Loop South, Suite 1400, Houston, TX, 77027
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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
Joseph serves as Trustee for the Willeford 2012 Family Trusts since 2012. This requires minimal time, primarily for supervising the investment advisor and interacting with managers.
Employment History
Current Registrations
Precedent Wealth Partners, LLC
Previous Registrations
Linscomb & Williams
Linscomb & Williams
State Registrations1 state
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