William Longstreet
William Longstreet is a registered investment advisor at Caterer Goodman Partners LTD, based in Dali City, Yunnan Province, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $15M 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 | 1.50% |
Fee Estimator
Location
Dali City, Yunnan Province
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Caterer Goodman Partners LTD
State Registrations1 state
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