Willow Street Advisors, LLC is a large advisory firm based in Naples. It manages $267.95 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and Ohio.
Willow Street Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Willow Street Advisors, LLC is $267.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 626% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Willow Street Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Howard Stevens has served as the Chief Investment Officer since 1 Aug 2008. Christopher P Bray joined the executive team most recently as the Managing Director/Chief Compliance Officer.
The principal office where Willow Street Advisors, LLC performs its advisory services is located at 9132 Strada Place, 2 Nd Floor, Naples, FL 34108, which is also the mailing address of the firm. An additional office of the firm is in Cuyahoga Falls, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (239) 596-9080 or by fax 330-923-5445. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday.