William Mcshane
William Mcshane is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Lake Oswego, OR, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
4949 Meadows Road, Suite 400, Lake Oswego, OR, 97035
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Regulatory History (1)
Customer Dispute
February 2017Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Steward Partners Investment Solutions, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 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.