Transparency. Instead, we believe in transparency. So we will review fees with you in advance. We want you to be clear on exactly what our services will cost.
Predictable Fees. We also recognize that you don’t want to receive a bill just for reaching out to us with a question. So we charge a single fee that covers all our wealth management services. So, you don’t have to worry about picking up the phone and calling us for help.
Fee Schedule. Our fees are billed quarterly, in arrears, based on the following fee schedule.
|Assets Managed by Linscomb & Williams||Annual % Fee|
|$0 to $2 Million||1.00%|
|$2 Million to $5 Million||0.8%|
|$5 Million to $10 Million||0.6%|
|Over $10 Million||0.4%|
We know that you probably have questions about our fees. Please see the “fee” section of our frequently asked questions for many common questions and answers about fees and billing.