William Calvin is a registered investment advisor at Sage Investment Counsel, based in Franklin, TN, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 79 clients with $160M 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 | 1.50% |
Maximum annual fixed fee of 1.5% of assets under management. Fees are negotiable.
Fee Estimator
Location
142 5th Avenue North, Suite A, Franklin, TN, 37064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a co-owner of Mabry-Calvin, LLC, an investment consulting, RIA, and performance measurement firm, since 1989. This takes nearly full-time, including nearly full-time during trading hours.
Employment History
Current Registrations
Sage Investment Counsel
Previous Registrations
Mabry-Calvin, LLC
Wiley Bros.-Aintree Capital, LLC
State Registrations2 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.