William Coleman
William Coleman is a registered investment advisor at Olive Branch Capital, LLC, based in Olive Branch, MS, with 40 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 136 clients with $130M in assets under 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Location
Olive Branch, MS
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2012Other Business Activities
William is the author of the book "Best When Broken" and receives royalties. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Olive Branch Capital, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Sunpoint Securities, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Painewebber IncorporatedBroker
State Registrations4 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.