Williams Wealth Management (WWM) offers consulting and investment advisory services to business owners, executives, professionals, wealthy individuals, and families. WWM provides financial consulting services covering cash flow, investments, taxes, risk management, retirement, estate planning, and business needs. Investment advisory services include developing an investment policy statement, constructing a portfolio, providing performance reporting, and rebalancing. WWM offers both non-discretionary and discretionary investment advisory services.
Assets Under Management$81M
Clients22
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.40% |
Fees are negotiable. There is a $5,000 minimum annual investment advisory fee and a $200,000 minimum balance requirement. These minimums may be waived at WWM's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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