Joseph Williams
Joseph Williams is a CFP, ChFC-designated registered investment advisor at Coquina Private Wealth Advisors, based in Boca Raton, FL, with 55 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,519 clients with $420M 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 $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees have limited negotiability. Financial planning and sub-adviser fees are included.
Fee Estimator
Location
902 Clint Moore Rd Ste 124, Boca Raton, FL, 33487
Get directionsHistory
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 ActivitiesSells Insurance
Joseph owns 1% of ACC Strategies, a golf course, but is not active in management. He is also an agent, associate/employee, and owner of Williams Financial Services, placing outside insurance, and the president of Williams Financial Services, Inc., a support company; these activities take about 10-20% of his time. Joseph is also a trustee for family trusts, dedicating minimal time.
Employment History
Current Registrations
Coquina Private Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Williams Financial Consultants
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
The First Buffalo CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 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.