Williams Wealth Management Group provides investment advice and financial planning to individuals, families, and businesses. Services include investment portfolio management, personal financial planning, and business consulting. WWMG's approach is based on their proprietary Williams Wealth 360 process, which aims to provide an objective view of clients' planning needs. They offer both discretionary and non-discretionary investment management.
Assets Under Management$140M
Clients446
Advisors1
Avg. per Client$320K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000. Additional 0.50% fee may be added for Client Directed Portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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