Kathleen Marie Williams-Price
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning or consulting are negotiated based on complexity and scope, and can be a single fee, hourly fee, or retainer. Wealth management fees are based on a percentage of the average daily value of assets, assessed monthly in arrears. IWN charges a Program Fee in addition to the investment management fee charged by the IAR. IWN will not allow IARs to impose a total fee lower than the Firm’s Program Fee of 0.10% of assets per year or more than 2.50% of assets per year. Fees are negotiable with the IAR.
Areas of Practice
Advisor Information
Office location
Archer Financial Partners, 7021 Kewanee Ave, Bldg.8 - 101, Lubblock, TX, 79424
Get directionsRegulatory History (1)
Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Kathleen owns a rental property since 1976 and works as a water aerobics instructor since 2019, dedicating minimal time and about 10% of her time respectively. She also sells Medicare supplement plans, spending minimal time on this activity.