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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
15 advisors
Number of Clients
871 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$876.0M
Fee Structure
Minimum Investment:None
Hourly Rate:$250/hr
Management fees for portfolio management range from 0.50% to 2.00% annually, billed quarterly in advance, based on the complexity of managing the client's assets. Financial planning is billed hourly at $250/hour, negotiable based on scope and complexity. Formidable Asset Management does not require a minimum investment amount to open and/or to maintain an account with it.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
601 21st Street, Suite 300, Vero Beach, FL, 32960
Get directionsRegulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010Denied
Customer Dispute
April 2010Denied
Customer Dispute
April 2009Settled
Customer Dispute
November 2001Award / Judgment
Other Business Activities
William is a board member for the Vero Beach High School Baseball Booster, attending monthly meetings and supporting the team. This unpaid role requires minimal time.
Employment History
Current Registrations
Formidable Asset Management, LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Brm Investment Management LLC
January 2023 - March 2024 · 1 yr 2 mos
Wedbush Securities INC.
August 2022 - September 2022 · 1 mo
Raymond James & Associates, INC.
January 1999 - May 2022 · 23 yrs 4 mos
Raymond James & Associates, INC. Broker
December 1998 - May 2022 · 23 yrs 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.