Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges an annual advisory fee that will not exceed 2.0% of assets under management or advisement. This fee is exclusive of brokerage commissions and other related costs. Fees are deducted quarterly in arrears from the client's account. Financial planning services are offered at an hourly rate of $250-$500 or a fixed fee ranging from $500 to $7,000, depending on the complexity and services requested.
Areas of Practice
Advisor Information
Office location
13570 Meadowgrass Dr., Ste. 100, Colorado Springs, CO, 80921
Get directionsRegulatory History (1)
Regulatory
March 2017Other Business ActivitiesSells Insurance
Bill spends the majority of his time on activities related to Accelerated Wealth Advisors LLC and Accelerated Wealth LLC, splitting the remaining time on other activities. These activities include financial and management consulting, insurance services through Accelerated Wealth LLC and Blackheath Partners Brokerage LLC, real estate holding companies, and investment advisory roles.