William Reik is a registered investment advisor at Wealthion, based in Hyannis Port, MA, with 22 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.85% to 2.00% depending on asset value, service complexity, and administration level. Fees accrue monthly and are payable quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hyannis Port, MA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 1995Settled
Customer Dispute
March 1995Settled
Employment History
Current Registrations
Wealthion
July 2026 - Present · 3 mos
Scp Real Assets, LLCBroker
January 2026 - Present · 9 mos
Previous Registrations
Compass Securities CorporationBroker
December 2019 - August 2020 · 8 mos
Sprott Global Resource Investments LTDBroker
January 2019 - October 2019 · 9 mos
Sprott Asset Management USA INC.
January 2018 - October 2019 · 1 yr 9 mos
Blue Trading, LLCBroker
January 2009 - January 2010 · 1 yr
Brean Murray, Carret & CO., LLC.Broker
February 2000 - November 2007 · 7 yrs 9 mos
Prudential Securities IncorporatedBroker
October 1996 - February 2000 · 3 yrs 4 mos
Smith Barney INC.Broker
October 1993 - October 1996 · 3 yrs
Mitchell Hutchins Asset Management INC.Broker
November 1986 - February 1991 · 4 yrs 3 mos
Painewebber IncorporatedBroker
September 1984 - December 1984 · 3 mos
State Registrations7 states
CACTFLGAMAOHTX
AdvisorBroker
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
No exam information available for this advisor.