Williams Financial offers financial planning and investment management services to individuals, families, trusts, estates, and businesses. They operate on a fee-only basis, meaning they don't sell financial products for commissions. Williams Financial provides financial planning, integrated wealth management, professional investment management, and digital portfolio services. They create customized investment policy statements to align with client goals and risk tolerance.
Assets Under Management$190M
Clients251
Advisors4
Avg. per Client$760K
Avg. per Advisor$48M
www.linkedin.com/company/williams-financial-llc ·www.williamsfinancial.net ·www.facebook.com/williamsfinancialmanagement
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Williams Financial offers several investment management options:
- Integrated Wealth Management: Includes financial planning, investment management, tax and estate planning, and ongoing advice. Fees range from 0.70% to 1.35% of your portfolio annually.
- Professional Investment Management: Investment management and advice only. Fees range from 0.60% to 1.35% of your portfolio annually.
- Williams Digital Portfolios: Investment management with limited client interaction, primarily digital. The fee is 1.00% of your portfolio annually.
For Integrated Wealth Management and Professional Investment Management, there's a $500,000 minimum investment. For accounts under $500,000, a minimum quarterly fee of $1,500 applies.
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