William Male
William Male is a registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,047 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFB Advisors offers investment and wealth management services for an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.5%, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your investments on the last day of the previous quarter.
Location
4801 West 110th Street, Suite 200, Overland Park, KS, 66211
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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 ActivitiesSells Insurance
William sells life and health insurance and develops packaged insurance products, dedicating a few hours per week. He also sells insurance, annuity, and managed money products, spending about a third of his time on this. Finally, William is an Investment Adviser Representative for TFB Advisors LLC, an independent RIA, spending nearly full-time hours on this.
Employment History
Current Registrations
Tfb Advisors, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations10 states
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