William Thomas is a registered investment advisor at Oneseven, based in Beachwood, OH, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a founding partner and senior financial advisor at The Wealth Advisory Group of DiLauro Wracher & Thomas, dedicating about half of his time to this role. He also owns William D Thomas, LLC, a support company and 1/3rd owner of The Wealth Advisor Group, but spends minimal time on it.
Employment History
Current Registrations
Oneseven
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Prudential Securities IncorporatedBroker
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.