William Peerman
William Peerman is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Nashville, TN, with 42 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
3011 Armory Drive, Suite 150, Nashville, TN, 37204
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Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
William is the 100% owner and president of Peerman Capital Management, LLC, spending minimal time on this. He also sells fixed insurance, dedicating minimal time to it, and his spouse is a trustee for a family trust.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Stanford Group Company
Stanford Group CompanyBroker
Nbc Securities, INC.
Nbc Securities, INC.Broker
Peerman Davis LLC
Raymond James Financial Services, INC.Broker
Advanced Financial Planning Securities CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations1 state
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.