Antoine Williams & Associates Wealth Management, LLC
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About
The firm provides advisory services to individuals (including high‑net‑worth individuals), corporations, and charitable organizations, offering ongoing portfolio management, financial planning, and pension consulting. It delivers discretionary portfolio management and may place client assets with third‑party money managers through a platform relationship, and it charges asset‑based advisory fees.
Investment decisions are guided by modern portfolio theory and a long‑term trading orientation, with portfolio selection and model allocations implemented via the firm’s use of an SEI platform and selected third‑party managers. Accounts are monitored on an ongoing basis and reviewed at least annually, and the firm allows client‑imposed investment restrictions while retaining the right to end relationships that prevent appropriate service.
Notably, the firm manages roughly $319 million for about 324 clients while operating with a small, owner‑led advisory team, resulting in an unusually large asset base and client load per advisor relative to similar firms. It also maintains insurance licensure and an affiliation with an insurance platform (DPL) and discloses the economic relationships and SEI‑provided benefits that could create incentives, stating it seeks to manage those conflicts under its fiduciary policies.
Client services
Expertise
Fee options
$5,000 for the first 10 hours of financial planning
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
$500 per hour beyond the first 10 hours for financial planning services
Main office
2989 Shelburne Road
Shelburne VT 05482
Advisors at this office
2
Most active in
California · Florida · Massachusetts · New Hampshire · New York · North Carolina · South Carolina · Texas · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tina L
Series 65
Shelburne, VT
Antoine Williams & Associates Wealth Management, LLC
Tina Lagrow is a Series 65-licensed advisor at Antoine Williams & Associates Wealth Management, LLC with three years of industry experience. She has worked exclusively with Antoine Williams & Associates entities since 2005, including two years at the current firm. Prior to her financial services career, she was involved with Run Vermont in 2018. Antoine Williams & Associates Wealth Management serves individuals, corporations, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs a long-term investment approach based on modern portfolio theory and utilizes third-party managers through its SEI platform.
Antoine W
Series 63, Series 66
Shelburne, VT
Antoine Williams & Associates Wealth Management, LLC
Antoine Williams is a financial advisor at Antoine Williams & Associates Wealth Management, LLC in Shelburne, VT, with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Private Advisor Group, LLC from 2012 to 2021 before joining his current firm in 2021. The firm serves individuals, including high-net-worth clients, corporations, and charitable organizations by providing portfolio management, financial planning, and pension consulting. Its investment approach is guided by modern portfolio theory and involves discretionary portfolio management utilizing the SEI platform and selected third-party managers, with accounts monitored on an ongoing basis.
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