William Dwyer is a registered investment advisor at Edward Jones, based in Salem, IL, with 43 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
521 West Main, Salem, IL, 62881
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Regulatory History (1)
Customer Dispute
November 2004Other Business Activities
William is an investor in Propel Health since 2017 and owns rental property since 1998. He also manages Tiperary, LLC, a real estate business, and owns farmland since 2021, which is utilized as a rental property; these activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations35 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.
Exams
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- Darren Dwyer, CFPEdward Jones