Paul R Williams Investment Advisers (PRW) offers customized investment management to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. PRW invests in stocks, bonds, mutual funds, exchange-traded funds (ETFs), and exchange-traded notes (ETNs). PRW helps clients with risk profiling, financial goal setting, macroeconomic forecasting, and portfolio development. Clients can choose from growth, balanced, and conservative strategies.
Assets Under Management$50M
Clients25
Advisors1
Avg. per Client$2M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees on amounts in excess of $2 Million are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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