Matthew Blair Williamson

11 Financial

7 Years of Experience

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Firm Information

11 Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

110 clients

Average Client Portfolio

$218K average

Assets Under Management

$24.0M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1000K	2.00%
$1.0M - $2.5M	1.75%
$2.5M - $5.0M	1.50%
$5.0M - $7.5M	1.25%
$7.5M - $10.0M	1.00%
$10.0M - $25.0M	0.75%
$25M+	0.50%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$50 - $5,000

Hourly Rate:$250/hr

11 Financial charges asset-based fees for portfolio management, as detailed in the fee table. These fees are negotiable. Financial planning services are billed at $250 per hour, also negotiable. Fixed fees for creating financial plans range from $50 to $5,000, charged in advance. Clients are responsible for third-party fees like custodian and brokerage fees. There is no minimum account size.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEducation PlanningInsurance PlanningHigh Net Worth

Advisor Information

Office location

504 S First St., Lufkin, TX, 75901

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Regulatory History (2)

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Regulatory

November 2024

Final

Regulatory

August 2024

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Matthew teaches music lessons on weekends at Mason Music and runs sound for church services at St. Peters Anglican Church. These activities are not investment-related and take about 10-20% of his time and a few hours per week, respectively.