William Stevens is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Birmingham, AL, 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, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
3500 Colonnade Parkway, Suite 150, Birmingham, AL, 35243
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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 Activities
William is the Owner and CEO of Madera Real Estate Holdings, LLC, which owns and rents commercial real estate, dedicating minimal time to it. He is also the Owner and CEO of W.F. Stevens Financial Advisors, LLC, which provides administrative support to his financial advisory practice, also dedicating minimal time to it.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
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.