Jeffrey Williams is a CFP-designated registered investment advisor at Fairscale Capital, LLC, based in Nashua, NH, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 179 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.40% to 1.50%. Fee rates are negotiable and may vary significantly from client to client based on factors such as portfolio complexity, financial profile, time commitment, and client service.
Fee Estimator
Location
20 Trafalgar Sq., Suite 304, Nashua, NH, 03063
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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 →Employment History
Current Registrations
Fairscale Capital, LLC
Previous Registrations
LPL Financial LLC
Cco Investment Services CORP.
Citistreet Financial Services LLC
State Registrations3 states
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.