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George Williams

Advisor at Inspire Advisors, LLC

Updated today

Location

Glen Saint Mary, FL

Credentials

Series 65

Industry experience

15 years

About

George Williams is a financial advisor at Inspire Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Capital Management and WSI Financial Partners, where he remains involved as a managing member. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary screening tools and employs a range of quantitative and fundamental investment strategies, often utilizing model portfolios and affiliated ETFs.

Client services

Based on Inspire Advisors, LLC

Portfolio management Selection of other advisers Sub-advisory services/consulting

Expertise

Based on Inspire Advisors, LLC

ESG / Sustainable investing

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Fee options

Fixed

$100 to $100,000 depending on complexity and scope, negotiable

Percentage

$0 - $49,999: 1.50% $50,000 - $124,999: 1.25% $125,000 - $249,999: 1.15% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.05% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000+: 0.75% Or Negotiable

Project-based

$100 to $500 per hour, negotiable

Location

Glen Saint Mary, FL

Most active in

Florida

Work history

Inspire Advisors, LLC dba WSI Financial Partners

2022 - Present (4 years)

Brookstone Capital Management

2010 - 2022 (12 years)

WSI Financial Partners, LLC

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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