Williamson Price Modern Wealth Management offers personalized investment management and financial planning services for individuals, families, trusts, and businesses. The firm builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, and has the authority to make trades on their behalf without asking first. In addition to managing investments, Williamson Price Modern Wealth Management provides comprehensive financial planning covering retirement strategies, cash flow analysis, risk management, tax reduction strategies, and estate preservation. The firm also offers consultation services for specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are negotiable based on historical relationship, asset type, anticipated future contributions, and other factors.