Williams Jones Wealth Management provides investment management and financial planning services to high net worth individuals, families, and other organizations. Williams Jones invests client assets in stocks, bonds, mutual funds, ETFs, and private investment funds. Financial planning services are included for portfolio management clients and cover retirement, education funding, charitable giving, insurance, and estate planning needs. Williams Jones also offers access to lending and insurance solutions through affiliated and unaffiliated third parties.
Assets Under Management$12B
Clients1,687
Advisors23
Avg. per Client$6.9M
Avg. per Advisor$510M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For tax exempt municipal bond assets, the annual investment advisory fee rate is generally no higher than .50% of the market value. Fees are potentially negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
23 Advisors at this firm
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