How does the advisor help clients – Key Takeaways:
Williams Financial Services, LLC offers a variety of financial services to help clients reach their financial goals. The experienced team of advisors provides personalized and comprehensive guidance to assist clients in building and managing their wealth.
Facts and Insights
Williams Financial Services, LLC was founded in 2005 and has over 15 years of experience in the financial industry. As of June 2021, the firm has assets under management (AUM) of $100 million and employs 10 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total AUM | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 10 |
Financial Services Offered
Williams Financial Services, LLC offers a wide range of financial services to fit the specific needs and goals of each client. The services offered include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning.
Client Types
Williams Financial Services, LLC caters to a diverse client base including individuals, families, small business owners, and corporations. The firm works closely with each client to understand their unique financial needs and tailors their services accordingly.
Fees & Compensation
Williams Financial Services, LLC utilizes a fee-only compensation structure, meaning they do not receive commissions or fees for selling financial products. This ensures that the advice given by the firm is completely unbiased and in the best interest of the clients. The firm charges a percentage of AUM as their fee, which is typically lower for larger portfolios.
Background
The team at Williams Financial Services, LLC is made up of highly qualified and experienced financial advisors. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). This diverse background allows the firm to provide comprehensive and well-rounded financial services to their clients.
Financial Advisor Disclosures to Know
Williams Financial Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interest of their clients. This means that they are legally obligated to disclose any potential conflicts of interest and always put their clients’ needs first.
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