William Shank
William Shank is a registered investment advisor at Symphony Financial, LTD. CO., based in Kingwood, TX, 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 Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,236 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Symphony Financial charges an annual fee based on the amount of your portfolio. This fee can vary from 0% to 2.50%, depending on the size and composition of your portfolio and the services you receive. The specific fee you'll pay will be outlined in your advisory agreement.
Location
2627 Chestnut Ridge, Suite 260, Kingwood, TX, 77339
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business Activities
William operates Shank Wealth Management LLC as a DBA for his LPL business and Symphany Financial, Ltd. Co. as a Registered Investment Advisor, dedicating full-time hours to these activities. William also owns rental real estate through SMJG LLC, spending minimal time on it.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
State Registrations10 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.