WA
WA
William Alderdice
22 Years of Experience
Plano, TX
1 Disclosure
William Alderdice is a registered investment advisor at Silverbrook Investment Advisors, INC., based in Plano, TX, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 27 clients with $2.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$103K average
Assets Under Management
$2.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.50% |
| $1.5M - $3.0M | 2.00% |
| $3M+ | 1.50% |
Management fees are negotiable based upon each client's individual situation and size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Plano, TX
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2009Settled
Employment History
Current Registrations
Silverbrook Investment Advisors, INC.
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Williams Financial Group
March 2005 - November 2006 · 1 yr 8 mos
Wfg Advisors, LP
April 2003 - April 2010 · 7 yrs
State Registrations1 state
TX
Advisor
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.