Advisor at Compass Capital Management, LLC
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Firm
Compass Capital Management, LLC
Location
Mcalester, OK 74501
Credentials
Series 63, Series 65
Industry experience
26 years
Jimmy Williams is a financial advisor with Compass Capital Management, LLC in McAlester, Oklahoma, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cambridge Investment Research, Inc. and Asset & Investment Advisors, Inc. since 1999 and 2009 respectively. Williams is also a CPA and enrolled agent, serving as CEO of his own accounting and tax preparation firm, and he is involved in teaching financial planning topics, authoring a financial planning book, and participating on several local nonprofit and professional boards. Compass Capital Management advises individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities, focusing on financial planning with an emphasis on retirement distribution and ongoing asset management. The firm uses a combination of strategic asset allocation and tactical overlays, incorporating fundamental, cyclical, and technical analysis, and manages accounts primarily through Cambridge’s WealthPort wrap programs.
Based on Compass Capital Management, LLC
Based on Compass Capital Management, LLC
LifePlan Builder Service fixed fee: $228 (prepaid) or $263.88 annually in monthly or quarterly installments
$1 - $100,000: 1.75% annually $100,001 - $700,000: 1.50% annually $700,001 - $1,000,000: 1.25% annually $1,000,001 - $25,000,000: 1.00% annually $25,000,001+: 0.80% annually
$250 per hour for financial planning services not involving asset management
Account minimum: $25,000 minimum for Asset Management Services, exceptions may be granted at firm's discretion Minimum fee: CAAP program has an annual minimum program fee of $250 per account Fee-only: Financial Planning Services hourly fee: $250/hour; LifePlan Builder Service fixed fee: $228 (prepaid) or $263.88 annually in installments
215 E. Choctaw Avenue, Suite 101
Mcalester, OK 74501
Arkansas · Oklahoma · Texas
Cambridge Investment research, Inc
2009 - Present (17 years)
Compass Capital Management, LLC
2009 - Present (17 years)
Asset & Investment Advisors, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
Mcalester, OK
Compass Capital Management, LLC
Series 63, Series 65
Mcalester, OK
Compass Capital Management, LLC
Series 66
Mc Alester, OK
Edward Jones
Series 63, Series 66
Mcalester, OK
LPL Financial
Series 66
Mcalester, OK
Edward Jones
Series 63, Series 66
Mcalester, OK
Edward Jones
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