Williams Advisory Services, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Williams Advisory Services (WAS) provides comprehensive financial, retirement, and estate planning, along with tax analysis and investment management. WAS gathers client financial information to prepare a written financial plan with recommendations. WAS also offers consulting services for assets held outside of their management. WAS may refer clients to other investment advisors and receives a fee for the referral.
Assets Under Management$58M
Clients49
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
At WAS's discretion, client accounts from one household may be consolidated with client accounts from other households to aggregate account values for fee calculations. The annual fee may then be based on an aggregate value of all accounts within the combined household. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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