Michael
Williams
Prestige Wealth Management Group, LLC
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About this Advisor
Michael Williams is a certified financial planner based out of Flemington, New Jersey who has 5 years of relevant experience. Williams is an advisor for Prestige Wealth Management Group, LLC. Williams has gained experience at Wells Fargo, Triad Advisors, Prestige Wealth Management Group and Prestige Wealth Services Group. Williams maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Prestige Wealth Management Group, LLC is a business based in Flemington, NJ. The company has offices in two locations and a total of eight advisors. It administers $463 million in total assets across its 1,142 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 1,142 client accounts, 44% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on the type of services provided. However, fees billed by Prestige Wealth Management Group, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prestige Wealth Management Group, LLC Brokerage Details
$463,285,994
8
1,142
$405,680
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Williams Work History
Michael has been registered as a financial advisor for 5 years.*
Triad Advisors
Prestige Wealth Management Group
Prestige Wealth Services Group
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prestige Wealth Management Group, LLC
Flemington, NJ
Flemington, NJ
Flemington, NJ
Flemington, NJ
Flemington, NJ
Flemington, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
