William Chamberlain
William Chamberlain is a registered investment advisor at Chronos Wealth Management, L.L.C., based in Clearwater, FL, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 223 clients with $270M 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 $250K | 1.50% |
| $250K - $400K | 1.40% |
| $400K - $550K | 1.25% |
| $550K - $750K | 1.15% |
| $750K - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
1432 Court Street, Clearwater, FL, 33756
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1996Other Business Activities
William is on the board of Energy Investments Inc., a family business involved in oil and gas leases, dedicating minimal time. He is also a member of Deneb Holdings Inc, LLC, a holding company for assets he purchased, spending minimal time on this activity as well.
Employment History
Current Registrations
Chronos Wealth Management, L.L.C.
Previous Registrations
Niagara International Capital LimitedBroker
Hayden Royal
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Interstate/johnson Lane CorporationBroker
Edward D. Jones & CO., L.P.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.