William Mechling
William Mechling is a registered investment advisor at Strategic Advisers LLC, based in Salt Lake City, UT, with 29 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
49 North 400 West, Salt Lake City, UT, 84101-1368
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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 works as a Mountain Venue Specialist for Alterra, a ski resort business, since 2017. His duties include ski race coaching and snow removal, and he dedicates minimal time to this activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Wells Fargo Clearing Services, LLCBroker
Foreside Fund Services, LLCBroker
Griffin Capital Securities, INC.Broker
Priority Capital Investments, LLCBroker
Lincoln Financial Distributors, INC.Broker
Riversource Distributors, INC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
Invesco Distributors, INC.Broker
Fortis Investors, INC.Broker
State Registrations52 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.