William Monsted
William Monsted is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 35 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
William is the President/CEO of Bilmon Productions, L.L.C., handling the production and marketing of a documentary film. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
Harger and Company, INC.
Harger and Company, INC.
Harger and Company, INC.Broker
The Stuart-James Company, 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.