Paul M Williams LLC offers financial planning and investment advisory services to individuals and families. The firm's advice covers areas like cash flow, debt management, risk management, education funding, retirement planning, estate planning, tax planning, asset allocation, and investment selection. Paul M Williams LLC favors a long-term, buy-and-hold strategy using low-cost index or exchange-traded funds. Clients make the final decisions on implementing investment recommendations.
Assets Under Management$1.5K
ClientsN/A
Advisors1
Avg. per Client$170
Avg. per Advisor$1.5K
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K+ | 0.50% |
Investment management fee is 0.5% annually for portfolios of at least $100,000. Monthly planning fees are also available based on income.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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