William Carey is a registered investment advisor at Cortland Associates INC, based in St. Louis, MO, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 390 clients with $1B 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 | 1.00% |
The annual fee is negotiable based upon a client’s aggregate assets under management and other extenuating circumstances. If the account is a balanced account, a balanced account fee will be determined based upon the allocation of assets between the equity and fixed income components of the account.
Fee Estimator
Location
8000 Maryland Avenue, Suite 730, St. Louis, MO, 63105
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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 is a managing member of Porcelain Managers, Xiling Group, Xiling Jingli LLC, and Xuan Yong Group LLC, which manage investments in Chinese antiquities. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cortland Associates INC
State Registrations2 states
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