William Kopp
William Kopp is a registered investment advisor at Freedom Day Solutions, LLC, based in Houston, 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 Alternative Investments, Investment Management. Their firm serves 421 clients with $620M 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 | 2.50% |
Annual management fee varies between 50 and 250 basis points (0.50% to 2.50%) depending on portfolio size, composition, and services rendered. Digital assets are typically charged at 1.00%. Fees are negotiable.
Fee Estimator
Location
8401 Westview Drive, Houston, TX, 77055
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
January 2002Other Business Activities
William is a limited partner with less than a 25% interest in JLB Rockwood I, II, and III, a multi-family real estate business. He dedicates minimal time to this activity.
Employment History
Current Registrations
Freedom Day Solutions, LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Federated Securities CORP.Broker
State Registrations1 state
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.
Exams
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