William Bingham
William Bingham is a registered investment advisor at Silver Oak Securities, INC., based in Kingsport, TN, with 33 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, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
1402 East Center St, Kingsport, TN, 37662
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Regulatory History (1)
Customer Dispute
July 2007Other Business ActivitiesSells Insurance
William is an insurance agent for various insurance companies since 2004, dedicating about 10-20% of his time to this role. He is also part owner of Beez Bikes and More, and president of both Bingham & Hensley Management Company and B&H Wealth Strategies, spending nearly full-time hours on these financial planning roles.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
NFP Securities, INC.
NFP Securities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations15 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.