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William Weber

Raymond James & Associates, INC.
32 Years of Experience
Grand Rapids, MI
1 DisclosureBroker
View SEC Summary
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William Weber is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 32 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

51 Ionia Ave. SW, Floor 2, Grand Rapids, MI, 49503

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2018
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William engages in fiduciary activities, acting as an attorney-in-fact, trustee, conservator, guardian, executor, or personal representative.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
September 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
August 2012 - October 2018 · 6 yrs 2 mos
Ameriprise Financial Services, INC.Broker
August 2012 - October 2018 · 6 yrs 2 mos
Raymond James & Associates, INC.
May 2011 - August 2012 · 1 yr 3 mos
Raymond James & Associates, INC.Broker
June 1998 - August 2012 · 14 yrs 2 mos
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
February 1994 - May 1998 · 4 yrs 3 mos
State Registrations8 states
FLMINCNMORSCTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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