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Robert Williams
36 Years of Experience
Murfreesboro, TN
2 Disclosures
Robert Williams is a registered investment advisor at Alhambra Investment Management LLC, based in Murfreesboro, TN, with 36 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 208 clients with $280M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
208 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$278.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for assets managed above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Murfreesboro, TN
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2003Award / Judgment
Customer Dispute
July 2002Denied
Employment History
Current Registrations
Alhambra Investment Management LLC
August 2012 - Present · 13 yrs 8 mos
Previous Registrations
Suntrust Investment Services, INC.
June 2009 - August 2012 · 3 yrs 2 mos
Suntrust Investment Services, INC.Broker
June 2009 - August 2012 · 3 yrs 2 mos
Citigroup Global Markets INC.
December 2001 - June 2009 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
September 2000 - June 2009 · 8 yrs 9 mos
Painewebber IncorporatedBroker
August 2000 - October 2000 · 2 mos
J.C. Bradford & CO.Broker
October 1993 - August 2000 · 6 yrs 10 mos
First American National Securities, INC.Broker
November 1985 - April 1990 · 4 yrs 5 mos
State Registrations2 states
TNTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.