William Ulivieri
William Ulivieri is a registered investment advisor at Cenacle Capital Management, LLC, based in Glenview, IL, with 22 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 73 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cenacle Capital Management offers several investment management strategies, each with its own annual fee:
- Asset Management Services: 1.00% of your portfolio per year.
- Option Enhanced Portfolio Program: 1.50% of your portfolio per year.
- Cash Management Strategy: 0.35% of your portfolio per year.
- Bitcoin Gold Switching Strategy: 1.00% of your portfolio per year.
- Bitcoin Flywheel Strategy: 1.00% of your portfolio per year.
Fees are negotiable and billed quarterly in advance. Family accounts may be combined to potentially reduce fees.
Location
Glenview, IL
Get directionsHistory
Regulatory History (4)
Regulatory
April 1998Regulatory
January 1998Regulatory
August 1997Regulatory
October 1987Other Business Activities
William is a Chamber and Board Member of the Glenview Chamber of Commerce, dedicating a few hours per week. He also provides independent consulting services to blockchain or technology related companies and may receive a fee.
Employment History
Current Registrations
Cenacle Capital Management, LLC
Previous Registrations
Equitec Proprietary Markets, LLCBroker
Equitec Specialists, LLCBroker
State Registrations2 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.