William Woodward
William Woodward is a registered investment advisor at Sanctuary Advisors, LLC, based in Indianapolis, IN, with 41 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
3815 River Crossing Parkway, Ste 200, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2006Customer Dispute
July 2002Other Business Activities
William serves on the Board of Directors for the Union Pacific Historical Society, a rail preservation society. He dedicates minimal time to this role, attending a few board meetings and a committee assignment.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
David A. Noyes & Company
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
City Securities CorporationBroker
State Registrations4 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.