William Nedza
William Nedza is a CFP-designated registered investment advisor at Ventoux Financial Advisors, LLC, based in Chicago, IL, with 34 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 55 clients with $68M 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 - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
Chicago, IL
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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 →Other Business ActivitiesSells Insurance
William is the owner of a sole proprietorship and engages in insurance sales. He dedicates minimal time to this activity.
Employment History
Current Registrations
Ventoux Financial Advisors, LLC
Previous Registrations
Moneyblock
Moneyblock
Nedza Financial Advisors, LLC
Bridge Advisors, INC. DBA Tradingblock Advisors
TradingblockBroker
Thinkorswim, INC.Broker
Terra Nova Trading, L.L.C.Broker
Spike Financial Services, LLCBroker
Legend Securities, INC.Broker
1717 Capital Management CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.