William Daniels is a registered investment advisor at Live Oak Advisors, LLC, based in Hillsborough, CA, with 25 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.
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 - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are non-negotiable.
Fee Estimator
Location
Hillsborough, CA
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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 Activities
William is the manager of 110 Doheny LLC, a real estate holding company, dedicating a few hours per week. He is also the CEO of Workbook Creative, Inc., a digital publishing company, spending a few hours per week.
Employment History
Current Registrations
Live Oak Advisors, LLC
State Registrations1 state
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