Advisor at Primerica Advisors
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.
Location
Winnsboro, LA
Credentials
Series 63
Industry experience
39 years
Steven Williams is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he owns and operates a hunting guide service in Winnsboro, Louisiana, and is part owner of a food service trailer business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure rather than fixed fees.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Winnsboro, LA
Louisiana · Texas
Primerica Financial services
1991 - Present (35 years)
Primerica Advisors
1986 - Present (40 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Lawyer
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Real estate agent
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Other specialized services
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