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ChFC
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ChFC

William Macher

Allworth Financial, L.P.
43 Years of Experience
St. Louis, MO
Broker
View SEC Summary
View SEC Summary

William Macher is a ChFC-designated registered investment advisor at Allworth Financial, L.P., based in St. Louis, MO, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29,297 clients with $34B in assets under management.

Allworth Financial, L.P.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
319 advisors
Number of Clients
29,297 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$33.6B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 Cityplace Dr, Suite 290, St. Louis, MO, 63141

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aw SecuritiesBroker
December 2021 - Present · 4 yrs 10 mos
Allworth Financial, L.P.
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
LPL Financial LLC
November 2017 - December 2021 · 4 yrs 1 mo
LPL Financial LLCBroker
November 2017 - December 2021 · 4 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
May 2007 - December 2017 · 10 yrs 7 mos
National Planning CorporationBroker
May 2007 - November 2017 · 10 yrs 6 mos
Associated Planners Investment Advisory INC
September 2003 - February 2007 · 3 yrs 5 mos
Associated Securities CORP.
August 2003 - May 2007 · 3 yrs 9 mos
Associated Securities CORP.Broker
August 2003 - May 2007 · 3 yrs 9 mos
Signator Investors, INC.
April 1999 - August 2003 · 4 yrs 4 mos
Signator Investors, INC.Broker
July 1983 - August 2003 · 20 yrs 1 mo
John Hancock Mutual Life Insurance CompanyBroker
July 1983 - May 1997 · 13 yrs 10 mos
State Registrations39 states
ALARAZCACOCTDEFLGAIAILINKSKYLAMDMIMNMOMSMTNCNENJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
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.
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