Williams Asset Management offers personalized investment management and comprehensive financial planning for individuals, high-net-worth clients, and charitable organizations. The firm builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, options, real estate, and private equity. Portfolios are managed with full authority to make trades on your behalf. In addition to managing investments, Williams Asset Management creates detailed financial plans covering retirement, taxes, insurance, estate planning, and education funding. The firm also offers cash management services and can coordinate with third-party investment managers or insurance professionals when needed.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $1.0M | 0.60% |
| $1M+ | 0.45% |
Fees are blended and paid quarterly in advance. The firm also offers a Wealth Management schedule with higher rates that include financial planning (1.25% down to 0.45%). Cash management accounts are charged 0.25%.