WS
WS

William Raney Sachs

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
251 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$595.2M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

535 S. Kimball Ave, Suite 140, Southlake, TX, 76092

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

William is involved in the management of oil and gas royalty partnerships through SRCM, LLC. This activity takes up a full-time commitment.

Employment History
Current Registrations
St. James Investment Company, LLC
August 2009 - Present · 16 yrs 6 mos
Previous Registrations
Natural Resources Capital, LLC
February 2008 - December 2009 · 1 yr 10 mos
Financial Counseling Corporation
July 2006 - December 2008 · 2 yrs 5 mos
Liberty St. James
March 2005 - December 2005 · 9 mos
Liberty Funds Group
September 2002 - November 2015 · 13 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.