William Borleis
William Borleis is a registered investment advisor at Tactive Advisors, LLC, based in Spring Hill, TN, with 32 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. Their firm serves 1,568 clients with $620M 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 - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10.0M - $11.0M | 0.55% |
| $11.0M - $12.0M | 0.50% |
| $12.0M - $13.0M | 0.45% |
| $13.0M - $14.0M | 0.40% |
| $14.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Standard fee schedule for the Advisor Advice package. The automated robo-advisor package charges a flat 0.75% annual fee.
Fee Estimator
Location
Spring Hill, TN
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
William is a partner at Arno Wealth, LLC, providing investment, tax, and financial planning services. He is also a minority member of SOI LLC, dealing with collectibles, and an agent for Borleis Insurance, selling life insurance and fixed annuities since 2014.
Employment History
Current Registrations
Tactive Advisors, LLC
Previous Registrations
Cabin Securities, INC.Broker
Cabin Advisors, LLC
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Fsc Securities CorporationBroker
LPL Financial LLCBroker
LPL Financial LLC
Compass Advisory Partners LLC
Fsc Securities CorporationBroker
AXA Advisors, LLCBroker
MML Investors Services, INC.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
American General Securities IncorporatedBroker
New England SecuritiesBroker
Mimlic Sales CorporationBroker
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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