Williams Capital Management Company provides portfolio management services, which include buying, selling, and continuously supervising publicly traded assets. Founded in 1995 and led by David H. Williams, the firm manages investment accounts and offers advice on stocks, bonds, corporate debt, commercial paper, certificates of deposit, municipal securities, and real estate or oil and gas partnerships. The firm builds portfolios based on fundamental and cyclical analyses, using long-term and short-term purchase strategies. Williams Capital Management Company operates with a focus on investment management rather than comprehensive financial planning, serving individuals, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Billing rates and methods can be negotiated in specific circumstances. Fees do not include brokerage commissions, custodian fees, mutual fund expenses, and transaction costs.