William Bredice
William Bredice is a registered investment advisor at RBC Capital Markets, LLC, based in Kirkland, WA, with 32 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, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
3760 Carillon Point, Kirkland, WA, 98033-7455
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2019Customer Dispute
June 2011Other Business Activities
William owns a rental home, spending minimal time on tenant selection, rent collection, and maintenance. He also serves as an officer for Crescent Ridge HOA, dedicating minimal time to reviewing expenditures, handling complaints, and enforcing HOA terms.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Dain Rauscher IncorporatedBroker
State Registrations34 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.