William Woodson
William Woodson is a registered investment advisor at Cynosure Portfolio Advisors LLC, based in Wellington, FL, with 39 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 48 clients with $5.8M 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% |
Fees are negotiated based on factors such as the size and scope of the engagement and generally vary between 0.30% and 1.50% of assets under management.
Fee Estimator
Location
Wellington, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2007Customer Dispute
December 2005Employment History
Current Registrations
Cynosure Portfolio Advisors LLC
Previous Registrations
Cynosure Group, LLC
Svb Investment Services INC.Broker
Svb Wealth
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.Broker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mycfo Securities, LLCBroker
Bernardo First Securities CorporationBroker
First Independence Group INC.Broker
State Registrations2 states
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
More Advisors
- Bernardo Arcos, CFPEdward Jones
- Douglas Marcello, CFP, ChFCEdward Jones
- Gregory Hagood, CFASolic Capital Management, LLC
- Scott Morrison, CFPMoment Private Wealth
- Bradford Smith, CFAFmsa
- Arild Holm, CFA