William Williams is a registered investment advisor at Lytle Investments, based in Grand Island, NY, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 214 clients with $67M 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 $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M+ | 0.55% |
Fees are negotiable for accounts over $7,500,000.
Fee Estimator
Location
101 Lang Boulevard, Grand Island, NY, 14072
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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 an Investment Advisor at Lytle Investments, a corporation, dedicating nearly full-time hours to providing investment advice to clients. This activity is investment-related.
Employment History
Current Registrations
Lytle Investments
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Fisher Investments
Brookstone Capital Management LLC
Winthrop Partners - Wny, LLC
Pruco Securities, LLC.Broker
LPL Financial LLCBroker
VALIC Financial Advisors, INC.Broker
Charles Schwab & CO., INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Schneider Securities, INC.Broker
Cohig & Associates, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
Mathews, Holmquist & Associates, INC.Broker
State Registrations12 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.