Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory fees are up to 3% annually, determined at engagement and negotiable. A one-time financial wellness fee of $500 is assessed to open an account, also negotiable. Financial planning fees are fixed at $250 or higher, depending on complexity. Hourly fees range from $150 to $250. Retirement planning seminars are free. Clients are responsible for third-party fees like custodian and transaction fees.
Areas of Practice
Advisor Information
Office location
18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075
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 works as an Instructional Dean for Orange County Public Schools since 2012. He also provides financial advice as a Registered Investment Advisor with ELE Advisory Services, dedicating a few hours per week to this role.