Williams Asset Management provides investment advice and financial planning to individuals, high-net-worth individuals, and charitable organizations. Services include portfolio management, financial planning (covering investments, insurance, taxes, retirement, and college), and wealth management (combining portfolio management and ongoing financial planning). Williams Asset Management generally limits its investment advice to mutual funds, fixed income securities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and venture capital funds.
Fee Structure
Williams Asset Management offers ongoing portfolio management services. The annual fee is a percentage of your portfolio's value, and the rate decreases as your portfolio grows:
- $0 - $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.90%
- $2,000,001 - $5,000,000: 0.80%
- $5,000,001 - $10,000,000: 0.60%
- $10,000,001 and up: 0.45%
Williams Asset Management also offers wealth management services, which combines portfolio management with ongoing financial planning. The annual fee is a percentage of your portfolio's value, and the rate decreases as your portfolio grows:
- $0 - $500,000: 1.25%
- $500,001 - $1,000,000: 0.95%
- $1,000,001 - $2,000,000: 0.90%
- $2,000,001 - $5,000,000: 0.85%
- $5,000,001 - $10,000,000: 0.70%
- $10,000,001 and up: 0.45%
These fees are negotiable.