AH Williams & Co. (AHWCO) offers investment management services for separately managed accounts (SMAs). They focus on municipal and U.S. government securities, commodities, and related options and futures. AHWCO may use sub-advisors to help manage client accounts. Their investment strategies include a hybrid municipal bond strategy (Spinnaker Core Plus) and a traditional portfolio laddering technique (Spinnaker Core). AHWCO also offers SMA services to other registered investment advisors.
Assets Under Management$70M
Clients47
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$70M
Fee Structure
Investment management only (planning not offered)
AH Williams & Co. charges an annual fee based on the value of your portfolio.
- Spinnaker Core Plus Program: 1.25% per year.
- Spinnaker Core Program: Fees are negotiated.
Fees are calculated quarterly, in advance, based on the portfolio value at the end of the previous quarter. These fees do not include transaction costs or custodial fees.
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