Williams & Schiller Wealth Management is a registered investment advisor operating in Idaho and North Dakota. The firm offers comprehensive wealth advisory services, specialized programs for younger clients, investment management, financial consulting, and employee benefit plan services. Williams & Schiller Wealth Management focuses on long-term investment strategies using low-cost, passively managed mutual funds and exchange-traded funds, primarily following an asset class philosophy. The firm acts as a fee-only advisor, meaning they do not accept commissions, and tailors its services to help clients with retirement planning, tax strategies, cash flow management, estate planning, and business succession.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable on a client-by-client basis. Multiple household accounts are aggregated for fee calculations.