Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
The fee for a financial plan ranges from $500 to $5,000, depending on the frequency of planned meetings and the complexity of the client’s situation. Planning fees are negotiable. The average client fee is $2,500. Financial planning fees do not include advisory fees, brokerage fees, and insurance commissions that may result from the financial planning process.
Areas of Practice
Advisor Information
Office location
211 Grandview Drive, Suite 235, Fort Mitchell, KY, 41017
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a registered representative with ValMark Securities and an investment advisor representative with ValMark Advisers. He also offers insurance products through Executive Insurance Agency, coaches high school JV, serves on the Diocese of Covington Investment Committee, and provides investment advisory services through Focus on Success.