WS
WS
William Schick
43 Years of Experience
Syracuse, NY
1 DisclosureBroker
William Schick is a registered investment advisor at Wells Fargo Advisors, based in Syracuse, NY, with 43 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
500 Plum St, Bridgewater Place, Syracuse, NY, 13204
Get directionsHistory
Regulatory History (1)
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Financial
December 2017Final
Employment History
Current Registrations
Wells Fargo Advisors
July 2015 - Present · 11 yrs
Wells Fargo Clearing Services, LLCBroker
July 2015 - Present · 11 yrs
Previous Registrations
Morgan Stanley
June 2013 - July 2015 · 2 yrs 1 mo
Morgan StanleyBroker
June 2012 - July 2015 · 3 yrs 1 mo
Wells Fargo Advisors, LLC
October 2010 - June 2012 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
August 2003 - June 2012 · 8 yrs 10 mos
RBC Dain Rauscher INC.Broker
March 2002 - September 2003 · 1 yr 6 mos
Tucker Anthony IncorporatedBroker
October 2001 - March 2002 · 5 mos
Morgan Stanley Dw INC.Broker
March 2001 - October 2001 · 7 mos
Prudential Securities IncorporatedBroker
November 1998 - April 2001 · 2 yrs 5 mos
Cruttenden Roth IncorporatedBroker
May 1998 - November 1998 · 6 mos
Prudential Securities IncorporatedBroker
October 1996 - April 1998 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - September 1996 · 1 yr 10 mos
Sutro & CO. IncorporatedBroker
March 1992 - October 1994 · 2 yrs 7 mos
Painewebber IncorporatedBroker
November 1988 - March 1992 · 3 yrs 4 mos
Shearson Lehman Hutton INC.Broker
April 1986 - December 1988 · 2 yrs 8 mos
Finalco Capital CORP.Broker
December 1984 - March 1986 · 1 yr 3 mos
E. F. Hutton & Company INCBroker
April 1982 - September 1984 · 2 yrs 5 mos
State Registrations19 states
ALARAZCACOCTFLKSMAMONCNJNYOHORPASCTNVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.