William Williamson
William Williamson is a registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 31 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
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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 ActivitiesSells Insurance
William is an agent for non-variable insurance since 2017, dedicating about 10-20% of his time. He is also involved with several DBAs for LPL business and provides investment advisory services through Gladstone Institutional Advisory and Gladstone Wealth Partners.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Wachovia Securities, LLCBroker
Citigroup Global Markets INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations25 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.