Williams Wealth Management (WWM Inc.) offers ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. WWM Inc. creates a plan to help select a portfolio that matches your specific needs. WWM Inc. typically recommends that client accounts be invested more than 50% in individual stocks. WWM Inc. may direct clients to third-party investment advisors to manage all or a portion of the client's assets.
Assets Under Management$42M
Clients80
Advisors1
Avg. per Client$520K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...