Williams Financial
Services, LLC
Registered Investment Advisor
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Williams Financial Services, LLC. is a fee only portfolio manager. We will not earn commissions on trades placed, nor will we sell any products which generate fees.
Fees are calculated on a percentage of assets invested per the table below:
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Less than $500,000 |
1.25% |
| Between $500,000 and $999,000 | 1.00% |
| Between $1,000,000 and $4,999,999 | .85% |
| Greater than $5,000,000 | .75% |
WFS reserves the right to negotiate a lower fee structure.
High net worth
clients, other than residents of the State of Maryland, also have the option of selecting a performance based fee
structure.