William Kreicker
William Kreicker is a CFA-designated registered investment advisor at Chadds Ford Wealth Partners, LLC, based in Chadds Ford, PA, with 10 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $1.3B 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Fees above $20,000,000 are negotiable. Accounts under the $1,000,000 minimum are charged 1.00% subject to a $5,000 minimum annual fee. Not-for-profit clients receive a 20% discount.
Fee Estimator
Location
225 Wilmington West Chester Pike, Suite 200, Chadds Ford, PA, 19317
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 →Employment History
Current Registrations
Chadds Ford Wealth Partners, LLC
Previous Registrations
Wilmington Trust Investment Management
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
More Advisors
- Jonathan Kolle, CFASmithbridge Asset Management, INC.
- David Hargrove, CFASmithbridge Asset Management, INC.
- Nicholas Lombardo, CFACommonwealth Financial Network
- Michael D'antonio, CFPVanguard Advisers, INC.
- Jeffrey Alderfer, CFPBastion Fiduciary
- Charles Welde, CFPProsperity Capital Advisors