BW
CFA
BW
CFA

Bruce Conklin Williams

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
532 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable depending on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6263 N. Scottsdale Road, Suite 200, Scottsdale, AZ, 85250

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ironwood Investment Counsel, LLC
March 2003 - Present · 22 yrs 11 mos
Previous Registrations
L. Roy Papp & Associates, LLP
July 2000 - November 2003 · 3 yrs 4 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.