William Barham
William Barham is a registered investment advisor at Orca Investment Management, LLC, based in Lake Oswego, OR, with 56 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 364 clients with $210M 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 | 1.25% |
Fees are negotiable based on account size, servicing requirements, and other factors, ranging up to 1.25% down to zero. Some legacy clients use a tiered schedule or pay a quarterly fixed fee.
Fee Estimator
Location
6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Regulatory
February 1978Employment History
Current Registrations
Orca Investment Management, LLC
Previous Registrations
Bane Barham & Holloway Assets Management INC
Daugherty, Cole INC.Broker
May & Camp, INC.Broker
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.
Exams
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