William Reickert is a registered investment advisor at Independent Family Office, LLC, based in Albany, NY, with 8 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 43 clients with $760M 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% |
Annual fee ranges from 0.20% to 0.75% based on assets under management. Fees are negotiable based on aggregate portfolio size, family holdings, low cost basis securities, and pre-existing relationships.
Fee Estimator
Location
677 Broadway, 7th Floor, Albany, NY, 12207
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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 serves on the board of directors for Kaspien Holdings, Inc. since 2016, providing financial and investment expertise, dedicating minimal time. He is also an investment manager for a private placement investment vehicle since April 2024, dedicating minimal time.
Employment History
Current Registrations
Independent Family Office, LLC
Previous Registrations
The Ayco Company,l.p.
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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