William Katzelis
William Katzelis is a registered investment advisor at Vision Investment Advisors, LLC, based in Fallbrook, CA, with 3 years of industry experience. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 129 clients with $140M 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 | 2.00% |
Fees are negotiated individually with each client and will not exceed 3% annually, except for specific specialized option programs which may include a 2.00% management fee and a 20.00% performance fee.
Fee Estimator
Location
Fallbrook, CA
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Regulatory History (1)
Regulatory
July 2019Other Business Activities
William is an associated person with Powercore Management LLC since 2021 and a Branch Manager with High Ridge Futures LLC since 2017. He spends about 10-20% of his time as a branch manager.
Employment History
Current Registrations
Vision Investment Advisors, LLC
Previous Registrations
Divergent Capital Asset Management LLC
Clarity Capital Partners
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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