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GWLP provides investment supervisory services and manages investment advisory accounts for its clients. This is performed by advising clients on investments in equities, options, debt instruments, government securities, mutual funds and/or variable annuities. The fee is for the analysis of information, the preparation of the financial plan, and discussions with the client pertaining to the recommendations contained in it, based upon the market value of the client's total assets, exclusive of personal residence and personal property.
We provide our investment advisory services to individual, pension and profit sharing plans, trusts, estates, or charitable organizations, corporations or other business entities.
Grant Williams LP is a member of FINRA and SIPC
