William Eggert
William Eggert is a CFP-designated registered investment advisor at Eggert Financial Management, INC., based in Centennial, CO, with 43 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 153 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.35% |
| $1.5M - $2.0M | 1.15% |
| $2M+ | 1.00% |
These fees are for discretionary portfolios. For non-discretionary portfolios: - First $500,000: 0.75% - Next $500,000: 0.60% - Over $1,000,000: 0.40% Premier Portfolio fees are also available for household accounts with a total value of $1.25 million or more: - $2,500,001 to $3,500,000: 1.25% - $3,500,001 to $5,000,000: 1.00% - Over $5,000,000: 0.75%
Fee Estimator
Location
7200 South Alton Way, Suite A-210, Centennial, CO, 80112-2243
Get directionsHistory
Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the President and Owner of Eggert Financial Management, Inc. since 1988, providing investment and financial planning advice and acting as an insurance agent. He also is a managing member of Dogs in Yard LLC, a performing musical group, dedicating a few hours per week.
Employment History
Current Registrations
Eggert Financial Management, INC.
Previous Registrations
Farther
Colorado Financial Service CorporationBroker
Mcl Financial Group, INC.
Mcl Financial Group, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
Vsr Financial Services, INC.Broker
The Planner's Securities Group, INC.Broker
Fsc Securities CorporationBroker
The O.N. Equity Sales CompanyBroker
Cigna Securities, INC.Broker
State Registrations3 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.