Sarah
Williams
Precedent Wealth Partners, LLC
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About this Advisor
Sarah Williams is a financial advisor based in Houston, Texas, working with Precedent Wealth Partners, LLC. Sarah has previously held positions at Kirkland & Ellis LLP, Diamond McCarthy LLP, Validity Finance, and Chevron. Sarah is registered to provide services in Texas. Currently, Sarah is part of Precedent Wealth Partners, LLC, which operates out of Houston, Texas. The firm has 7 employees and manages assets totaling $378.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Precedent Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Precedent Wealth Partners, LLC Brokerage Details
$378,670,400
7
385
$983,559
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Sarah Williams Work History
Chevron
Validity Finance
Kirkland & Ellis Llp
Diamond Mccarthy Llp
Disclosures
Please visit the SEC profile of Sarah 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 Precedent Wealth Partners, LLC
Houston, TX
Houston, TX
Fredericksburg, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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