William Karlin
William Karlin is a registered investment advisor at Wealthspire Retirement Advisory, based in Bethesda, MD, 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 Investment Management, Retirement Planning. Their firm serves 6,585 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Retirement's investment management fees are based on a percentage of the assets in your plan or a flat fee, depending on the services you need. The exact fee is negotiable and depends on factors like the scope of services, complexity, duration, and the size of your plan. Asset-based fees will not exceed 1.60% of plan assets.
Location
6903 Rockledge Dr, 14th Floor, Bethesda, MD, 20817
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
William refers group benefits, retirement plans, and life insurance sales to others within The Meltzer Group. He spends about 10-20% of his time on this activity, primarily handling property and casualty leads and placing business with NFP P&C.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
NFP Retirement INC.
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
MML Investors Services, INC.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.