Linscomb & Williams

Linscomb Wealth, Inc. is a registered investment adviser with over 50 years of experience providing comprehensive wealth planning and investment advisory services. Established in 1971 and headquartered in Houston, Texas, the firm manages portfolios for high-net worth individuals, families, trusts, and charitable accounts, primarily focusing on equity and fixed income securities. As of December 31, 2024, the firm had regulatory assets under management of approximately $4.6 billion. Linscomb Wealth offers personalized wealth planning services, including gift & estate planning, retirement planning, and risk management. The firm operates as a wholly owned subsidiary of Cadence Bank and provides fee-only investment management services based on a client's specific financial goals. Clients have the option to grant discretionary authority to the firm for managing their portfolios, allowing LW to make investment decisions without prior client approval. The fee structure for discretionary portfolio management accounts is based on a tiered annual fee schedule ranging from 1.00% to 0.4% based on the total assets under management. Additionally, the firm offers family office services for clients with generational wealth and complex financial situations. LW does not accept performance-based fees and acts as a fiduciary, prioritizing clients' best interests in all recommendations and decisions. Clients receive periodic account statements from the qualified custodian, typically Schwab or Fidelity, detailing all activity and balances in their accounts.