Williams Financial Services (WFS) offers custom-tailored investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. WFS provides continuous supervision and re-optimization of portfolios based on market conditions and client circumstances. WFS may offer financial planning related services as part of its overall advisory services, but is not compensated separately for these services.
Assets Under Management$10M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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