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Coral Gables Financial Advisors
Campbell Williams, Inc.
2100 Ponce de Leon Blvd, Suite 1100
Coral Gables, FL 33134
(786) 623-4087
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Advisor Profile
Name:  Hadley Williams
Phone Number:  (786) 623-4087
Website:  Visit Website
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Business Description

We are an Investment Consulting firm (not an asset manager) working primarily with High Net Worth Individuals. We sell no products; are totally independent and objective.

We follow a Prudent Investment Process, helping our Clients with education, information, tools and decision-making to: A.) determine appropriate Effective Diversification (with suitable risk and return); B.) Select mutual funds or managers for each asset class / type of investment, based on our research; C.) Evaluate performance of the portfolio and each manager on a quaterly basis, and D.) Deal with retirement, estate planning, etc. issues, working with accounting and tax specialists of the Client's choice.

In short, we do what clients would do for themselves if they had the time, resources, know-how, experience and contacts to do so. We provide as much information and research as a Client wishes.

By helping clients control portfolio expenses, we normally save clients more than the fee for our services.
 

General Information

Gender:    Male
CRD#:    2860777
SEC File#:    142243
States Licensed in:    FL
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    13
I work with the following types of clients:    Individual Investors, Businesses
Foreign Languages Serviced:    Spanish
 

Education

Academic Background
 
Harvard College (1966). Graduated cum laude.
 

Services

Investment Types:    International Investments, Alternative Investments, Mutual Funds
 

Qualifications & Memberships

Securities Licenses:    Series 65
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
 

Compliance

Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1%
Additional Details on Charges:    We charge an annual Consulting Fee based on Assets beginning at 1% for U.S. clients and then decreasing as assets increase.
 
 
 
Prepared By: Hadley Williams