WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

Overview

Williams And Schiller Wealth Management, LLC is an independent RIA that serves individuals, families and select institutional clients with a blend of financial planning, discretionary portfolio management and pension consulting. The firm’s investment activity favors public funds and mutual funds as core vehicles, supplemented by targeted private-market exposure. Their advisory model accommodates fee arrangements by percentage of AUM, hourly work and fixed-fee engagements, which aligns with a mix of ongoing portfolio management and project-based planning work. Strategically, the firm appears to run diversified, manager-driven portfolios rather than a concentrated individual-stock approach. That emphasis on pooled public funds suggests model portfolios or mutual-fund-centered SMAs are the backbone of client accounts, while private placements and real estate are used to add illiquidity premia or income-generating diversification for suitable clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices