Financial Advisor IQ – Content Page

Financial Advisors


Dynasty Financial Partners announced the addition of a three-person billion dollar advisory team based in Texas.

Brothers George and J. Harold Williamswith the son of J. Harold, Grant Williamsjoined the Dynasty network after a total of 54 years with a Houston-based registered investment advisor Linscombe & Williams, Dynasty said in a press release. Trio works like this: Predecessor Wealth Partneris based in San Antonio and plans to open an office in Houston this summer. The brother also has seven support his staff, according to the company’s website.

Precedent Wealth is looking to partner with customers through a fee refund program called “WillShare,” Dynasty said in a release.

“Our WillShare program aligns the interests of our clients with those of our owners,” said J. Harold Williams in the announcement. Because we plan to share it with our clients through fee credits.” His firm adds that it wants its clients to feel a sense of permanence and collaboration in an “advisory firm that can’t be sold easily.”

“Often, RIAs are launched and then within five to ten years start a ‘sell race’ to private equity, banks or other buyers. This may not work very well for clients. We want to be different. We want our clients to feel like they are being treated like fellow owners,” said Williams.

According to the release, Precedent Wealth offers clients investment management, wealth planning, real estate planning, tax strategy, insurance and risk management, and retirement planning.selected by the office fidelity and charles Schwab As a custodian and it works together Electronic money financial planning and black diamond For performance reporting by release.

According to BrokerCheck, George and J. Harold Williams spent their entire careers at Linscomb & Williams and registered in 1995. According to BrokerCheck, Grant Williams had spent his entire career with the company when he signed up in 2016.



Source link

Leave a Reply

Your email address will not be published. Required fields are marked *