Michael Williams is a registered investment advisor at Truvestments Capital LLC, based in Chicago, IL, with 22 years of industry experience. Michael 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, Insurance Planning, and 3 more. Their firm serves 1,473 clients with $600M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
980 North Michigan Avenue, 14th Floor, Chicago, IL, 60611
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 1994Customer Dispute
October 1989Other Business Activities
Michael is a Managing Member of Advisor Revolution LLC, providing consulting services to Demogronomics, a demography consulting firm. This activity does not generate commissions.
Employment History
Current Registrations
Truvestments Capital LLC
Previous Registrations
Truvestments Capital LLC
Insight Folios
Genesis Asset Management, LLC
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Lepercq, De Neuflize/tocqueville Securities, L.P.Broker
Fsc Securities CorporationBroker
The Planner's Securities Group, INC.Broker
Fsc Securities CorporationBroker
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.