William Kantner
William Kantner is a ChFC-designated registered investment advisor at Chartered Advisory Group, based in Chadds Ford, PA, with 43 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 261 clients with $120M 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 | 0.80% |
Fee may be higher or lower based on the type and compensation structure of the asset. Fees are negotiable.
Fee Estimator
Location
130 Commons Court, Chadds Ford, PA, 19317
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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 Activities
William is the single member/owner of Double Trouble Squared LLC and Apercu LLC, both formed to own office condominiums leased to tenants. He spends minimal time on Apercu, LLC.
Employment History
Current Registrations
Chartered Advisory Group
Previous Registrations
Securities America, INC.Broker
Transamerica Financial Resources, INC.Broker
First Investors CorporationBroker
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.