William Hartman is a CFP-designated registered investment advisor at Hartman, William Denton, based in Batesville, MS, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $30M 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 | 0.17% |
Fees are negotiable based on the client’s specific facts and circumstances. Lower fees are at times assessed based on the types of investment instruments utilized, unique circumstances and/or the complexity specific to that individual client.
Fee Estimator
Location
275 Highway 6 West, Batesville, MS, 38606
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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.
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William operates a sole proprietorship providing investment advisory services for 5 non-discretionary accounts. He is also employed full-time as a Senior Trust Officer at First Security Bank since 2000, where he is involved in money management activities.
Employment History
Current Registrations
Hartman, William Denton
State Registrations1 state
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