Antoine Williams & Associates Wealth Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Antoine Williams & Associates Wealth Management (AWAAWM) offers portfolio management services based on your individual goals, objectives, and risk tolerance. AWAAWM may also recommend third-party money managers. AWAAWM primarily uses the investment platform of SEI Investments Management Corporation. AWAAWM also offers financial planning services covering areas like retirement, college, and debt planning. AWAAWM generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities.
Assets Under Management$290M
Clients356
Advisors2
Avg. per Client$830K
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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