William Pedersen is a registered investment advisor at Stansberry Asset Management, LLC, based in Petaluma, CA, with 24 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, High Net Worth, Investment Management. Their firm serves 947 clients with $1B 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fee schedule for all strategies except Treasury. Treasury strategy fees: First $1M: 0.50%, Amounts over $1M: 0.25%. Fees may be negotiable.
Fee Estimator
Location
Petaluma, CA
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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
Stansberry Asset Management, LLC
Previous Registrations
Paulson Investment Company LLCBroker
Osborne Partners
Advanced Equities, INC.Broker
Advanced Equities, INC.
Fisher Investments
Bancwest Investment Services, INC.Broker
Wells Fargo Securities INC.Broker
Painewebber IncorporatedBroker
Olde Discount CorporationBroker
State Registrations2 states
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