William Zerns Suplee
WS
CFA · CFP · ChFC

William Zerns Suplee

21 Years of Experience

Firm Information

William Zerns Suplee
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Compensation
Fee-Only (AUM)
Number of Advisors
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$1,000 - $25,000

Apella Capital, LLC charges fees based on a percentage of assets under management, with a maximum annual fee of 1.50%. They have a minimum account size of $500,000, but may waive this at their discretion. Financial planning services are offered for a fixed fee ranging from $1,000 to $25,000, depending on complexity. Fees may vary depending on when the client was introduced to Apella or which office location is servicing the client. Apella Ascent fees are .50% on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
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Advisor Information

Office location

65 Memorial Drive, Suite C340, West Hartford, CT, 06107

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William Zerns Suplee
WS
Contact
William Zerns Suplee
Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Apella Wealth
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Structured Asset Management, INC.
March 2004 - November 2022 · 18 yrs 8 mos
State Registrations3 states
CTPATX
Advisor
Exams
No exam information available for this advisor.
William Zerns Suplee
WS
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William Zerns Suplee
William Zerns Suplee - Financial Advisor | AdvisorDiscover