William Mayo
William Mayo is a registered investment advisor at Snowden Capital Advisors LLC, based in BeTHESDA, MD, with 42 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,021 clients with $8.9B 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 | 2.50% |
Fees are negotiated on a client-by-client basis. Wrap fees typically range from 0.20% to 2.50% of assets under management. Unbundled advisory fees may be up to 3.00% per annum.
Fee Estimator
Location
3 Bethesda Metro Center, Ste 700, BeTHESDA, MD, 20814
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2016Customer Dispute
September 2003Customer Dispute
May 2002Customer Dispute
June 2001Customer Dispute
April 2000Other Business Activities
William is an investment advisor at Snowden Capital Advisors LLC since 2015. This activity takes nearly full-time hours, with 112 hours during trading.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations24 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.