William Mccoll
William Mccoll is a CFP-designated registered investment advisor at Silvia Mccoll Wealth Management, LLC, based in San Diego, CA, with 37 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, Retirement Planning. Their firm serves 110 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable. For alternative investments, fees are .75% annually for ongoing due diligence, reporting and pricing.
Fee Estimator
Location
600 W Broadway, Suite 700, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
William owns various rental properties since 1991 and works as a registered assistant at M. S. Howells & Co. since 2018, spending about a quarter of his time recommending securities products; he also dedicates minimal time to community and alumni organizations.
Employment History
Current Registrations
Silvia Mccoll Wealth Management, LLC
Previous Registrations
M. S. Howells & CO.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations2 states
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.