Daniel Williams is a registered investment advisor at Williams Financial Services, LLC, based in Salisbury, MD, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fee Estimator
Location
Salisbury, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Daniel is self-employed as a management consultant, providing financial services under the name Daniel P. Williams since 1988. This activity takes up more than full-time hours.
Employment History
Current Registrations
Williams Financial Services, LLC
State Registrations2 states
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