WF
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
1 client
Average Client Portfolio
$42.5M average
Assets Under Management
$42.5M
Fee Structure
Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10.0M - $15.0M | 1.50% |
| $15M+ | 1.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Radnorwood charges an annual management fee based on the limited partner's capital account balance: 2.00% up to $10 million, 1.50% between $10 million and $15 million, and 1.10% over $15 million. Fees are deducted monthly. The minimum investment is $500,000, but this may be waived. Radnorwood generally requires a minimum of $10 million to open an individually managed account, but may waive this minimum at its discretion.
Areas of Practice
Investment Management
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Advisor Information
Office location
Portland, OR
Get directionsRegulatory History (2)
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Employment Separation After Allegations
May 1990Criminal
July 1965Final Disposition
Other Business Activities
William is a corporate director for Compix Incorporated, a manufacturer of electro-optical instrumentation, since 1980. This role requires minimal time and is not investment related.
Employment History
Current Registrations
Radnorwood Capital, LLC
January 2008 - Present · 18 yrs
Previous Registrations
D.A. Davidson & CO. Broker
January 1999 - January 2005 · 6 yrs
Black & Company, INC.Broker
June 1990 - December 1998 · 8 yrs 6 mos
Jensen Securities CO.Broker
April 1986 - May 1990 · 4 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.