Williams Wealth Management (WWM) offers customized investment solutions through personal contact and discretionary investment management. WWM works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio allocation. WWM primarily uses a long-term investment strategy, utilizing low-cost ETFs and, in some cases, individual equities selected based on fundamental filters and technical indications. Risk management is vital to their strategy.
Fee Structure
Williams Wealth Management charges a percentage of your portfolio each month, ranging from 0.75% to 1.65% per year depending on the size and complexity of your account. Fees are negotiable, and more complex relationships may be charged a higher fee. If your account is below the $350,000 minimum, you will be charged a monthly minimum fee ranging from $49 to $419 until your assets reach the required level.