Advisor at Capital Fiduciary Advisors
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Firm
Capital Fiduciary Advisors
Location
Ashburn, VA 20147
Credentials
Series 66
Industry experience
18 years
Christopher Williams is a financial advisor at Capital Fiduciary Advisors in Ashburn, VA, holding a Series 66 designation with 17 years of industry experience. He has worked at Capital Fiduciary Advisors since 2011, including a period at Andersen from 2016 to 2021. Capital Fiduciary Advisors provides wealth advisory and portfolio management services to high-net-worth individuals, trusts, estates, and institutional clients such as pension and profit-sharing plans. The firm offers personal financial planning and uses a formal due-diligence process to select third-party investment managers, supporting clients with institutional-style reporting and educational seminars.
Based on Capital Fiduciary Advisors
Based on Capital Fiduciary Advisors
Fixed fee arrangements for financial planning services negotiated with client
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $8,000,000: 0.65% $8,000,000 - $23,000,000: 0.50% $23,000,000+: 0.40%
Up to $250 per hour for financial planning services
Account minimum: None explicitly stated; however, fee tiers start from $0 assets under management Minimum fee: $10,000 minimum annual fee for wealth advisory services
20130 Lakeview Center Plaza, Suite 400
Ashburn, VA 20147
Virginia
Capital Fiduciary Advisors, L.L.C
2021 - Present (5 years)
Andersen
2016 - 2021 (5 years)
Capital Fiduciary Advisors, LLC
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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