Linscomb & Williams

Wealth Management Firm in Houston, TX

Firm Info
Address: 1333 W Loop S Suite 1500, Houston, TX 77027, USA
Phone: (713) 840-1000

Firm Size
Assets Under Management: $4.7 billion
# of Advisors: 32
# of Clients: 5,504
Client to Advisor Ratio: 172:1
Average Account Size: $853,300
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Linscomb & Williams Overview

LINSCOMB & WILLIAMS is an investment advisory firm established since 1995 in Houston, TX. The firm operates on a fee-only basis, which means that clients are charged only for the services rendered. They offer investment advice across the board, with a focus on financial planning, portfolio management for individuals, small businesses, businesses, or institutional clients. Pension consulting services are also provided to clients to help them make informed investment decisions. Their educational seminars and workshops offer clients the opportunity to learn about finance-related topics in a relaxed and informative environment. LINSCOMB & WILLIAMS is one of the most reputable investment advisory firms in Houston, Texas, known for its sound financial advice, client-centered approach, and remarkable track record. From investment advice to pension consulting, LINSCOMB & WILLIAMS is the go-to firm in Houston, TX, providing clients with valuable insights that help them make informed decisions. With their portfolio management services for individuals, small businesses, and institutional clients, the firm ensures that each client's financial goals are met. The educational seminars and workshops offered by the firm also provide a learning experience that enables clients to make better financial decisions. Overall, they are committed to achieving financial aspirations for their clients.

LINSCOMB & WILLIAMS is a financial planning firm that caters to a diverse clientele. They serve individuals, high net worth individuals, as well as pension or profit sharing plans. The firm understands that each client’s financial situation is unique, and they strive to personalize their services to meet their clients’ needs. They provide tailored financial planning services to individuals, family offices, and trusts. Their services are designed to help clients achieve their financial goals by providing advice on wealth management, investment strategies, and asset allocation. LINSCOMB & WILLIAMS offers flexible fee structures for their services. It all depends on the type of service provided. They offer a percentage of AUM (assets under management) for those interested in taking a passive approach to wealth management. Hourly fees are available for specific financial planning services such as tax planning advice or financial education. They also offer fixed fees for project-based services that require a more comprehensive approach such as estate planning or investment management. Ultimately, LINSCOMB & WILLIAMS offers its clients the ability to choose the fee structure that suits their specific needs. This transparency and flexibility are indicative of a firm that prioritizes the needs of their clients above all else.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for LINSCOMB & WILLIAMS is $1,000,000 as mentioned in their Part 2 Brochure. However, they may waive this requirement in some cases.

How This Office Can Help Houston, TX Residents

Linscomb & Williams is a wealth management firm that provides comprehensive financial planning services to clients in Houston, TX. They assist clients with a variety of financial situations, such as retirement planning, investment management, tax planning, and estate planning. For people living in Houston, TX, the firm's extensive knowledge of the oil and gas industry is particularly valuable. Houston is home to many energy sector workers and their families, and Linscomb & Williams understands the specific financial challenges this demographic faces. Whether it's understanding the complexities of stock options and restricted stock units, navigating the tax implications of oil and gas investments, or ensuring proper retirement planning within the volatile energy industry, Linscomb & Williams has the expertise to help. Additionally, with Houston being one of the fastest-growing cities in the United States, the firm can assist clients with the unique financial planning needs that come with rapidly changing housing and real estate markets.

To view the Minimum Investment and Fee Schedule for Linscomb & Williams, visit their Part 2 Brochure.

Services Offered by Linscomb & Williams

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Linscomb & Williams most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1333 W Loop S Suite 1500, Houston, TX 77027, USA
Phone (713) 840-1000
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 1400 POST OAK BLVD, SUITE 1000, HOUSTON, TX 77056, United States

This firm has no other locations.

State Registrations

Linscomb & Williams is registered to service clients in the following states:

  • Alabama
  • Arkansas
  • California
  • Colorado
  • Florida
  • Georgia
  • Kentucky
  • Louisiana
  • Maryland
  • New York
  • North Carolina
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington

Disciplinary History

Linscomb & Williams does not have any disclosures. Please visit it's Form ADV for more details.