William Sutton
William Sutton is a registered investment advisor at Portfolio Advisory Council,l.l.c., based in Houston, TX, 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 Investment Management, Retirement Planning. Their firm serves 542 clients with $470M 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 | 1.20% |
For accounts over $1 million, the fee may be negotiable.
Fee Estimator
Location
3 Greenway Plaza, Suite 1776, Houston, TX, 77046
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2003Customer Dispute
October 1999Other Business Activities
William is an investment manager for Portfolio Advisory Council, LLC since 1986, dedicating about half of his time to monitoring and selecting investments. He is also a real estate broker and manages a bed and breakfast, Almondy Inn Management, LLC.
Employment History
Current Registrations
Portfolio Advisory Council,l.l.c.
Previous Registrations
Mutual Securities, INC.Broker
Cambridge Investment Research, INC.Broker
Portfolio Advisory Council,l.l.c.
MML Investors Services, INC.
MML Investors Services, INC.Broker
Advantage Capital CorporationBroker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Fsc Securities CorporationBroker
Integrated Resources Equity CorporationBroker
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.