Advisor at Williams Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Williams Wealth Management
Location
Hopkinton, MA
Credentials
Series 63, Series 65
Industry experience
6 years
Joseph Williams is a financial advisor at Williams Wealth Management in Hopkinton, MA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his independent firm, he worked at Northwestern Mutual Wealth Management Company, Investment Services LLC, and Life Insurance Company from 2019 to 2020, and spent eight years at Staples Inc. Williams Wealth Management provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term, ETF-centric approach, incorporating low-cost ETFs, fundamental analysis, technical indicators, and disciplined use of options for downside protection and risk management.
Based on Williams Wealth Management
$350,000+: 0.75% to 1.65% annually, fees are negotiable and vary depending on client relationship complexity
Account minimum: $350,000 Minimum fee: Monthly minimum fee ranges from $49 to $419 for accounts below $350,000 Fee-only: Investment advisory fees based on assets under management and monthly minimum fees if below minimum
Hopkinton, MA
Massachusetts
Northwestern Mutual Wealth Management Company
2019 - 2020 (1 year)
Northwestern Mutual Investment Services LLC
2019 - 2020 (1 year)
Northwestern Mutual Life Insurance Company
2019 - 2020 (1 year)
Staples Inc
2011 - 2019 (8 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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