William Borders
William Borders is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Bowling Green, KY, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
1131 Fairview Ave, Suite 203, Bowling Green, KY, 42103
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2001Criminal
March 2000Other Business Activities
William owns rental property through LFA Holdings, LLC, spending minimal time on it. He also owns CB2 Freeport, LLC, which has an equity interest in a multi-family real estate development.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Landmark Financial Advisors, LLC
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.
Exams
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