William Messner
William Messner is a registered investment advisor at Bill Messner Contrarian Investment Advisory, LLC, based in New Castle, PA, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 33 clients with $3.3M 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
New Castle, PA
Get directionsHistory
Regulatory History (2)
Regulatory
October 2018Employment Separation After Allegations
September 2000Other Business Activities
William works as a substitute teacher in Pennsylvania and Ohio since 2017 and 2018, respectively, with hours varying weekly. He also owns Tranquil Sanctuary Services, LLC, providing tutoring services for a few hours per week since 2019.
Employment History
Current Registrations
Bill Messner Contrarian Investment Advisory, LLC
Previous Registrations
Keystone Investment Advisors, LLC
Networth Investment Advisors, INC.
Community Capital Group, LLC.
Preferred Advisory Group
Preferred Advisory Group
Commonwealth Financial NetworkBroker
Pfic Securities CorporationBroker
First Montauk Securities CORP.Broker
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.