William Herr
William Herr is a CFP-designated registered investment advisor at Trader Wealth Management, LLC, based in Barrington, IL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 85 clients with $100M 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 $100K | 2.30% |
| $100K - $250K | 2.30% |
| $250K - $500K | 2.05% |
| $500K - $750K | 1.80% |
| $750K - $1.2M | 1.55% |
| $1.3M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $25.0M | 1.05% |
| $25M+ | 0.80% |
The annual fee for an Investment Management Agreement is negotiable and will generally be less than the maximum client fee.
Fee Estimator
Location
509 W Old NW Highway, Suite 240, Barrington, IL, 60010
Get directionsHistory
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 ActivitiesSells Insurance
William is an independent insurance agent and also serves as an advisor and general partner to Infinite Alpha Capital Management LLC and Infinite Alpha Advisors, LLC. Additionally, William is a sole proprietor preparing tax returns as a CPA.
Employment History
Current Registrations
Trader Wealth Management, LLC
Previous Registrations
Herr Capital Management LLC
Fsc Securities Corporation
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.