S. Williams Capital provides investment management to individuals and high net worth individuals. The firm's investment strategy focuses on value-driven equity investments, complemented by event-driven and risk arbitrage investments. SWC invests primarily in publicly traded securities, including equity, debt, and derivative securities. SWC applies the same investment strategy to all client accounts but may tailor services when necessary. Clients cannot restrict investments in certain securities.
Assets Under Management$28M
Clients17
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients may also be subject to a performance-based fee of 10% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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