Williams Financial Planning offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in selecting a suitable portfolio. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$28M
Clients84
Advisors1
Avg. per Client$330K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$7.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.25% |
| $25K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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