William Dezellem is a CFA-designated registered investment advisor at Tieton Capital Management, based in Yakima, WA, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 48 clients with $270M 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 | 1.00% |
For clients for whom no-load mutual funds are purchased, the annual fee is 0.25%. Fund of fund clients are the exception due to their multiple fee layers.
Fee Estimator
Location
4700 Tieton Drive, Suite C, Yakima, WA, 98908
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tieton Capital Management
Previous Registrations
D.A. Davidson & CO.
Davidson Investment Advisors, INC.
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.