Williams Capital Management Company manages investment portfolios for individuals, trusts, estates, charitable organizations, corporations, and business entities. Williams Capital Management provides a complete portfolio management service, including the purchase, sale, and continuous supervision of publicly traded assets. Clients may impose restrictions on investments. The firm does not participate in wrap-fee programs.
Assets Under Management$140M
Clients37
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Other billing rates and methods can be negotiated in specific circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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