Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning and consulting fees range from $2,500 to $250,000 per year or 0.05% to 0.50% for ongoing investment consulting, depending on the scope and complexity of services. Investment management fees vary up to 2.00% annually based on portfolio size and services rendered. Fees are billed quarterly in advance. Additional fees may include custodial fees and Dynasty's TAMP platform fees (0-0.45% annually) and independent manager fees (0-1.50% annually).
Areas of Practice
Advisor Information
Office location
Nashville, TN
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a licensed independent real estate broker in Nashville, TN since 1992. His activities are limited to personal and family real estate holdings and investments, and he dedicates minimal time to this.