Williams 360 Financial Advisory is a fee-only firm providing financial planning and investment advice. Their services include cash flow and debt management, education funding, retirement planning, risk management, estate planning, tax planning, investment advice, and investment management. For investment management clients, they incorporate financial planning, risk analysis, rebalancing, and trading. They use Modern Portfolio Theory, emphasizing diversification and rebalancing.
Fee Structure
Williams 360 Financial Advisory's investment management fee is a flat fee based on an hourly rate of up to $250/hour. The fee is not solely based on the amount of assets managed, but also on the number and types of accounts, complexity of tax planning, and predictability of cash flows. The firm provides a quote prior to entering into an agreement.