William Prince is a CFA-designated registered investment advisor at Prince, William L, based in Los Angeles, CA, with 12 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. Their firm serves 6 clients with $20M 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 | 0.40% |
Fees are negotiable. Clients whose assets are invested in ETFs, ETNs, Mutual Funds, and Money Market Accounts are, in effect, paying two advisory fees.
Fee Estimator
Location
Los Angeles, CA
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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 →Employment History
Current Registrations
Prince, William L
Previous Registrations
Strategic Income Advisors
Kcm Investment Advisors
State Registrations1 state
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