William Degeneffe
William Degeneffe is a registered investment advisor at Appleton Investment Management INC., based in Menasha, WI, with 30 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $2.0M | 0.72% |
| $2M+ | 0.60% |
The above fee schedule applies to accounts that are substantially invested in equities; accounts that are significantly invested in fixed-income securities and/or cash equivalents are subject to negotiated fees. Minimum annualized fee is $1000.
Fee Estimator
Location
882A Valley Road, Menasha, WI, 54952
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is the president, director, and 50% owner of Kellett Professional Centre Inc., owning an office building. He is also a managing member and 50% owner of Palisades Commercial Property LLC, owning an office building and warehouse, and president and 50% owner of Palisades Properties Inc., owning undeveloped land; he spends a few hours per week on the first two and minimal time on the last.
Employment History
Current Registrations
Appleton Investment Management INC.
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.