Williamson Ross Financial is a Michigan-based registered investment advisor founded in 2019 by sole owner Shelisa Fields. The firm offers personal wealth management, non-discretionary portfolio management, guided portfolios, and retirement plan consulting for individuals, families, and small business owners. Williamson Ross operates under a fiduciary standard, meaning they are legally required to act in your best interest. Their investment philosophy is rooted in Modern Portfolio Theory, utilizing fundamental and technical analysis to design customized asset allocations. Clients maintain full control over their investment accounts and trade execution, as Williamson Ross does not hold discretionary trading authority or custody of client assets. In addition to ongoing portfolio supervision, the firm provides project-based financial planning and hourly consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable at the firm's discretion for certain clients.