Blalock Williams offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charities. They create custom investment strategies based on your goals, risk tolerance, and financial situation. Blalock Williams manages investments using ETFs, mutual funds, stocks, and bonds. They may also recommend independent investment managers. Financial planning services cover areas like retirement, savings, insurance, and business planning.
Fee Structure
Blalock Williams charges a percentage of your portfolio's value each quarter. The annual fee can be up to 1.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with them. Fees are negotiable. The fee covers Blalock Williams's advice, but you'll also pay separate fees for things like trading and account custody.