William Frier
William Frier is a registered investment advisor at Maia Wealth, based in Colorado Springs, CO, with 44 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,148 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual advisory fee for accounts paying a percentage of assets under management is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client.
Fee Estimator
Location
5025 Boardwalk Drive Suite 200, Colorado Springs, CO, 80919
Get directionsHistory
Regulatory History (4)
Regulatory
February 2020Regulatory
January 2020Customer Dispute
February 2019Employment Separation After Allegations
October 2012Other Business ActivitiesSells Insurance
William is involved in fixed insurance sales through Frier Planning Concepts Inc. Since June 2022, he is also the President of Frier Insurance Planning, LLC, where he sells and services mortality life insurance products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Maia Wealth
Previous Registrations
Maia Wealth
Pathway Advisors Group
Spc
Parkland Securities, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.