WH
WH

William Hiatt

15 Years of Experience
Memphis, TN

William Hiatt is a registered investment advisor at Red Door Wealth Management, LLC, based in Memphis, TN, with 15 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 836 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
836 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

965 Ridge Lake Blvd, Suite 105, Memphis, TN, 38120

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

William is a passive investor in Hospitality Fund II. He does not market or recommend this security to any clients of his firm.

Employment History
Current Registrations
Red Door Wealth Management, LLC
January 2011 - Present · 15 yrs 4 mos
State Registrations2 states
TNTX
Advisor

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
No exam information available for this advisor.