J. F. Williams Co., Inc. offers financial planning and investment management services tailored to individual client needs. They provide advice on financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. J. F. Williams Co., Inc. operates as a fee-only firm, avoiding commissions and affiliations with entities that sell financial products.
Assets Under Management$290M
Clients144
Advisors4
Avg. per Client$2M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.40% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Fees are generally not negotiable, but J. F. Williams Co., Inc. retains the right to modify the fee schedule for specific clients under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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