William Weikart
William Weikart is a registered investment advisor at Weikart Advisory Services LLC, based in Camas, WA, with 21 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 9 clients with $3.3M 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 $500K | 1.50% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $30.0M | 0.35% |
| $30M+ | 0.25% |
Fees are negotiable for assets over $30 million.
Fee Estimator
Location
Camas, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
William is the founder and owner of Weikart Advisory Services LLC, a registered investment advisor. He is also an independent insurance agent selling fixed insurance products, and spends about a quarter of his time as a motivational speaker and owner of a music record label.
Employment History
Current Registrations
Weikart Advisory Services LLC
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC
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.