J. Williams Wealth Management specializes in managing client investment portfolios, considering their financial situation, risk tolerance, and goals. The firm uses a tactical asset allocation approach, consolidating client savings accounts into a single report and grouping assets into various classes. Based on market conditions, J. Williams recommends adjusting the proportion of equities and bonds in the portfolio to minimize risk while participating in market gains. The firm primarily uses general securities, mutual funds, and government securities.
Assets Under Management$31M
Clients17
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Clients may also select a flat annual fee or a performance-based fee (5% of gains) if they are qualified.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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