J. Williams Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,936,978
Clients
16
Advisors
1
of 1 employees
About
J. Williams Wealth Management is a single‑advisor registered investment adviser that serves individual clients with portfolio management and investment advice on either a discretionary or non‑discretionary basis. The firm consolidates clients’ various accounts into a single “super‑portfolio” and invests in general securities, mutual funds (including ETFs), and government securities.
The firm follows a tactical asset‑allocation approach, adjusting equity and bond weightings based on its view of market cycles and using a scoring system that combines five‑year relative performance and Morningstar metrics to evaluate funds and stocks. It conducts weekly portfolio reviews, tailors recommendations through client consultations, and — alongside standard asset‑based or flat billing — offers a performance‑based fee option to qualified clients.
Noteworthy aspects include a larger share of assets managed on a non‑discretionary basis (the brochure reports roughly $15 million non‑discretionary versus $10.85 million discretionary as of 12/31/2020) and documented advisory roles with not‑for‑profit organizations and endowment committees, including uncompensated work. The firm’s principal also documents extensive international investing experience and subscriptions to global research services, reflecting a capability to incorporate international holdings and analysis into client portfolios while deliberately maintaining a small client roster.
Client services
Expertise
Fee options
Flat annual fee negotiated with client payable after year end
0.50% annually of year-end assets under management
$350/hour for special projects
5% of the gain in assets under management from beginning to end of the year, for qualified clients only
Minimum fee: A flat annual fee negotiated with the client in advance, payable after year end Fee-only: Flat annual fee negotiated with the client; hourly fee of $350/hour for special projects
Main office
East Dennis MA
Advisors at this office
1
Most active in
Massachusetts
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.
Forms ADV
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