WP
WP

William Frederick Pedersen

23 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
19 advisors
Number of Clients
947 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $25.0M1.00%
$25M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Petaluma, CA

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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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Employment History
Current Registrations
Stansberry Asset Management, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Paulson Investment Company LLCBroker
August 2014 - September 2016 · 2 yrs 1 mo
Osborne Partners
May 2012 - August 2014 · 2 yrs 3 mos
Advanced Equities, INC.Broker
July 2009 - March 2012 · 2 yrs 8 mos
Advanced Equities, INC.
July 2009 - March 2012 · 2 yrs 8 mos
Fisher Investments
October 2002 - July 2009 · 6 yrs 9 mos
Bancwest Investment Services, INC.Broker
April 1999 - December 2002 · 3 yrs 8 mos
Wells Fargo Securities INC.Broker
December 1997 - April 1999 · 1 yr 4 mos
Painewebber IncorporatedBroker
May 1997 - January 1998 · 8 mos
Olde Discount CorporationBroker
February 1995 - April 1997 · 2 yrs 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.