Williamson Advisory Services is a registered investment advisor providing personalized portfolio management and pension consulting services. For portfolio management, they meet with clients to determine investment objectives and risk tolerance, then customize a portfolio and monitor its performance. They offer both discretionary and non-discretionary portfolio management services. For pension consulting, they advise employee benefit plans and their fiduciaries on plan reviews, fund selection, and investment performance monitoring.
Assets Under Management$110M
Clients74
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The exact fee and fee-paying arrangements are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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