LINSCOMB & WILLIAMS – Your Expert Financial Advisor
How does the advisor help clients – Key Takeaways:
LINSCOMB & WILLIAMS is a leading financial services firm that specializes in providing expert financial advice to their clients. Their team of highly skilled and qualified advisors are committed to helping their clients achieve their financial goals through personalized and customized financial plans. The firm provides a wide range of financial services, including investment management, financial planning, estate planning, tax planning, and more.
Facts and Insights
Since its inception in 1980, LINSCOMB & WILLIAMS has been a trusted name in the financial industry. Over the years, the firm has established a strong reputation for its expert financial advice and exceptional client service. Today, it serves a diverse client base comprising of individuals, families, business owners, and institutions. The firm believes in building long-term relationships with its clients based on trust, integrity, and transparency.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 20+ | 40 years |
Financial Services Offered
LINSCOMB & WILLIAMS offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management – they provide customized investment solutions based on each client’s risk tolerance, time horizon, and financial goals.
- Financial planning – the firm offers holistic financial planning services to help clients secure their financial future.
- Estate planning – they assist clients in creating estate plans that protect their assets and ensure their wishes are carried out.
- Tax planning – their team of experts helps clients minimize tax liabilities and maximize tax savings.
Client Types
LINSCOMB & WILLIAMS caters to a diverse range of clients, including:
- Individuals and families – they offer personalized financial planning and investment management services to help individuals and families achieve their long-term financial goals.
- Business owners – the firm provides customized financial solutions to help business owners effectively manage their finances.
- Institutions – they offer institutional advisory services to assist organizations in managing their investments and maximizing their financial resources.
Fees & Compensation
LINSCOMB & WILLIAMS adopts a fee-based compensation structure, which means they charge a fixed percentage of the assets under management as their fees. This model aligns the firm’s interests with those of its clients, as the advisors’ compensation is directly linked to the performance of the clients’ investments. The firm believes in complete transparency and discloses all fees and charges to its clients upfront.
Background
The firm was founded in 1980 by Betty J. Linscomb and Bruce D. Williams, two highly experienced and knowledgeable financial advisors. They were committed to providing unbiased and expert financial advice to their clients and established LINSCOMB & WILLIAMS with this vision. Over the years, the firm has grown and expanded its services, but it still operates with the same principles and values.
Financial Advisor Disclosures to Know
As a registered investment adviser, LINSCOMB & WILLIAMS is regulated by the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest to its clients. Some common disclosures that clients should know include:
- Any affiliations with other financial institutions
- Compensation structure and potential conflicts of interest
- Disciplinary history, if any
- Any business practices or policies that may affect the client’s account
At LINSCOMB & WILLIAMS, the client’s best interests always come first. The firm takes its fiduciary duty seriously and ensures that all disclosures are made to the clients in a transparent and timely manner.