William Sachs is a registered investment advisor at St. James Investment Company, LLC, based in Southlake, TX, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, 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% |
Fees are negotiable. St. James also provides sub-advised portfolio management services for a maximum annual fee of 0.50% and distributes a model portfolio for an annual management fee of 0.50%.
Fee Estimator
Location
535 S. Kimball Ave, Suite 140, Southlake, TX, 76092
Get directionsHistory
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.