William Webster
William Webster is a ChFC-designated registered investment advisor at M Holdings Securities, INC., based in Portland, OR, with 40 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
1125 N.W. Couch Street, Suite 900, Portland, OR, 97209
Get directionsHistory
Regulatory History (2)
Regulatory
July 2008Employment Separation After Allegations
December 2006Other Business ActivitiesSells Insurance
William is involved in insurance sales through Greenberg Wexler & Eig, LLC since 2016. This activity is investment-related and takes more than full-time hours.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
NFP Securities, INC.
NFP Securities, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
W. S. Griffith & CO., 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.