William Gray is a registered investment advisor at Americana Partners, LLC, based in Nashville, TN, with 42 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.
Location
Nashville, TN
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Regulatory History (1)
Customer Dispute
February 1990Other Business Activities
William is a licensed independent real estate broker in Nashville, TN since 1992. His activities are limited to personal and family real estate holdings and investments, and he dedicates minimal time to this.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Goodpasture Gray
Western International Securities, INC.Broker
Bear, Stearns & CO. INC.Broker
Lehman Brothers INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Rodman & Renshaw INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Contisecurities, INC.Broker
E. F. Hutton & Company INCBroker
Bache & CO IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations3 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.