William Rice
William Rice is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Longview, TX, with 36 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
140 E Tyler Street, Suite 240, Longview, TX, 75601
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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 is a wealth advisor at Concurrent Investment Advisors DBA Eagle Capital Advisors LLC, dedicating full-time hours to offering investment advice. He also holds a personal/private investment in Concurrent Partners 1 and is a member of the Finance Committee at First Baptist Church Longview, Texas, each requiring minimal time. Additionally, William is an insurance agent for fixed/traditional insurance, requiring a few hours per week.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
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.