William Wilkinson
William Wilkinson is a CFP, ChFC-designated registered investment advisor at Ae Wealth Management, LLC, based in Scottsdale, AZ, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
10037 E Dynamite Blvd, Ste C-110, Scottsdale, AZ, 85262
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Other Business ActivitiesSells Insurance
William is the CEO, President, and an insurance agent at 360 Wealth Management, Inc. He dedicates about half of his time to insurance sales and services, with approximately 45 hours spent during trading hours.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
360 Wealth Management, INC.
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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