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William Sutton

Portfolio Advisory Council,l.l.c.
42 Years of Experience
Houston, TX
2 Disclosures
View SEC Summary
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William Sutton is a registered investment advisor at Portfolio Advisory Council,l.l.c., based in Houston, TX, with 42 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 567 clients with $490M in assets under management.

Portfolio Advisory Council,l.l.c.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
567 clients
Average Client Portfolio
$873K average
Assets Under Management
$494.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Fees may be negotiated for accounts over $1 million. Management fees for pension plans are individually negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 Greenway Plaza, Suite 1776, Houston, TX, 77046

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2003
Closed-No Action
Customer Dispute
October 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other 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.
August 2003 - Present · 23 yrs 2 mos
Previous Registrations
Mutual Securities, INC.Broker
October 2017 - March 2018 · 5 mos
Cambridge Investment Research, INC.Broker
January 2007 - October 2017 · 10 yrs 9 mos
Portfolio Advisory Council,l.l.c.
August 2003 - December 2013 · 10 yrs 4 mos
MML Investors Services, INC.
March 1988 - December 2006 · 18 yrs 9 mos
MML Investors Services, INC.Broker
March 1988 - December 2006 · 18 yrs 9 mos
Advantage Capital CorporationBroker
January 1988 - March 1988 · 2 mos
Lincoln Financial Advisors CorporationBroker
September 1986 - November 1992 · 6 yrs 2 mos
Lincoln National Pension Insurance CompanyBroker
September 1986 - January 1989 · 2 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
September 1986 - January 1988 · 1 yr 4 mos
Fsc Securities CorporationBroker
June 1986 - December 1987 · 1 yr 6 mos
Integrated Resources Equity CorporationBroker
September 1984 - June 1986 · 1 yr 9 mos
State Registrations2 states
LATX
Advisor

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.
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