Brendon John Williams
Advisor at Navellier & Associates Inc — Reno, NV
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.
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.
Credentials
Series 65, Series 63
Experience Industry experience
30 years
Location
Reno, NV 89501-2107
Navellier & Associates Inc
Team
Clients per advisor
104 Very HighAvg AUM per client
$871,896 TypicalHNW client ratio
97% Very HighBrendon Williams is a financial advisor at Navellier & Associates Inc with 30 years of industry experience. He holds the Series 65 and Series 63 designations and has worked with firms including RM Securities, Realty Mogul, and North Capital Private Securities. He also serves as an acquisitions consultant and provides technology and administrative support for RealtyMogul companies. Navellier & Associates manages discretionary equity and ETF portfolios for individual, high-net-worth, and institutional clients, using a quantitative screening process combined with fundamental analysis across various growth and income strategies. The firm manages approximately $1.1 billion in assets and serves over 1,200 client accounts through a team of about 11 advisors.
Based on Navellier & Associates Inc
Based on Navellier & Associates Inc
$500,000 - $1,500,000: 1.00% annually $1,500,001 - $2,500,000: 0.85% annually $2,500,001 - $5,000,000: 0.70% annually $5,000,000+: 0.60% annually $0 - $500,000: 1.25% annually (on accounts under minimum)
Performance-based fees of 10% of net profits annually for qualified clients, with a 0.90% annual fee if agreement terminated within first year
Account minimum: $500,000
Reno, NV
One East Liberty, Suite 504
Reno NV 89501
Advisors at this office
11
Alabama · Alaska · Arkansas · California · Colorado · Connecticut · Delaware · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin
30 years of industry experience
RM Securities, LLC
2023 - Present • 3 years
Rochester, NY
Realty Mogul, Co.
2017 - Present • 9 years
Los Angeles, CA
North Capital Private Securities
2017 - 2020 • 3 years
Salt Lake City, UT
Navellier & Associates, Inc.
2015 - Present • 11 years
Reno, NV
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