How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning and advice
– Offers a wide range of financial services
– Tailors strategies to best fit each client’s unique needs
– Empowers clients to make informed financial decisions
Facts and Insights:
According to the most recent publicly available data, in 2020, Williamson Advisory Services, Inc. had assets under management (AUM) of $500 million. The firm has a team of 10 advisors who specialize in various financial areas, including investment management, retirement planning, and estate planning. Williamson Advisory Services, Inc. has built a strong track record of success, as evidenced by their long-standing presence in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|---|
| 2020 | $500 million | 10 | 20 years |
| 2019 | $480 million | 9 | 19 years |
| 2018 | $450 million | 8 | 18 years |
Financial Services Offered:
Williamson Advisory Services, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
– Investment management
– Retirement planning
– College savings planning
– Tax planning
– Estate planning
– Insurance and risk management
Client Types:
Williamson Advisory Services, Inc. caters to a diverse client base, including individual investors, high net worth individuals, and small business owners. The firm is committed to providing each client with personalized attention and tailored financial solutions to meet their specific needs and objectives.
Fees & Compensation:
Williamson Advisory Services, Inc. operates on a fee-based compensation model, which means that advisors are compensated through a percentage of the assets under management. This aligns the interests of the firm with their clients, as the more their clients’ assets grow, the more the firm earns. The firm is transparent in their fee structure, and clients can expect to pay a percentage of their AUM as their advisory fee.
Background:
Williamson Advisory Services, Inc. was founded in 2000 by John Williamson, a veteran financial advisor with over 30 years of experience in the industry. The firm’s philosophy is centered around providing holistic financial guidance and forming long-lasting relationships with their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Williamson Advisory Services, Inc. is required to disclose any potential conflicts of interest or past disciplinary actions. These disclosures can be found on their Form ADV, which is available on the SEC’s website. Additionally, the firm has a strict code of ethics that all employees must adhere to, ensuring that clients’ interests always come first.
Williamson Advisory Services, Inc. continues to uphold their commitment to providing top-notch financial services and advice to their clients. As a reputable and experienced firm, clients can trust that they are in good hands when working with Williamson Advisory Services, Inc.