William Hickerson is a CFP-designated registered investment advisor at Advance Capital Management INC, based in Lisle, IL, 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 Investment Management, Retirement Planning. Their firm serves 6,882 clients with $4.5B 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee: $40 (between $1,000 - $10,000), $50 (between $10,000 - $50,000), or $100 (between $50,000 - $200,000). Fees may be negotiable.
Fee Estimator
Location
4225 Naperville Road, Suite 160, Lisle, IL, 60532
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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 →Employment History
Current Registrations
Advance Capital Management INC
Previous Registrations
Advance Capital Services, INC.Broker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Fbs Investment Services, INC.Broker
Piper Jaffray INC.Broker
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.