William Sachs is a registered investment advisor at St. James Investment Company, LLC, based in Southlake, TX, with 24 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 271 clients with $660M 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 | 0.75% |
The maximum annual fee charged by St. James is 0.75% for directly managed accounts. Fees are negotiable based on account type, custodial arrangements, and total assets under management from related accounts. Sub-advised accounts and model distribution services are subject to a maximum annual fee of 0.50%.
Fee Estimator
Location
535 S. Kimball Ave, Suite 140, Southlake, TX, 76092
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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 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
Previous Registrations
Natural Resources Capital, LLC
Financial Counseling Corporation
Liberty St. James
Liberty Funds Group
State Registrations1 state
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
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