Williams Jones Wealth Management provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. Williams Jones focuses on long-term capital growth through disciplined asset allocation, growth and value stock management, and active bond management. When requested, Williams Jones also offers basic financial planning services—such as retirement, education, and estate planning guidance—alongside its investment management. Clients can also access alternative investments, such as private investment funds, when suitable. Williams Jones tailors its services to each client's specific objectives and allows clients to place reasonable restrictions on their accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1% for standard assets and generally 0.50% for tax-exempt municipal bonds. Fees are potentially negotiable.