Don Williams is a registered investment advisor at Trustwell Financial Advisors, LLC, based in Jacksonville, FL, with 35 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 371 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
8825 Perimeter Park Boulevard, Suite 304, Jacksonville, FL, 32216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Don is a Vice President at Imperial Distributors of Florida, Inc., a storage facility, dedicating minimal time to this role. He also owns a vacation rental property, spending no time on its management.
Employment History
Current Registrations
Trustwell Financial Advisors, LLC
State Registrations4 states
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