William Hepburn is a registered investment advisor at Shadowridge Asset Management, LLC, based in Austin, TX, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 563 clients with $120M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are for Axos and Nationwide. The annual fee may be negotiable and may be reduced for combined household accounts. When using Altruist as a custodian, the maximum annual fee is 1.50%. For 403(b) plans, the maximum annual fee is 1.25%.
Fee Estimator
Location
1001 S. Capital of Texas Highway, M-100, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a Managing Member of Hepburn Capital Management, an investment-related DBA in Prescott, AZ, since 2002. He spends minimal time on this activity.
Employment History
Current Registrations
Shadowridge Asset Management, LLC
Previous Registrations
Thrifty Money Management, INC.
Hepburn Capital Management, LLC
State Registrations1 state
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