William Warner
William Warner is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2014Other Business ActivitiesSells Insurance
William is an Investment Advisor Representative and agent at Main Street Financial Group since 2004, providing retirement and financial planning, as well as life insurance and annuity sales.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Variable Investment Advisors, INC.Broker
Spc
Parkland Securities, LLCBroker
Ing Financial Partners, INC.Broker
Investors Security Company, INC.Broker
Wall Street Financial Group, INC.Broker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
North American Management, 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.