William Rolser
William Rolser is a registered investment advisor at Osaic Advisory Services, LLC, based in Sterling, VA, 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, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
21525 Ridgetop Circle, Suite 175, Sterling, VA, 20166
Get directionsHistory
Regulatory History (1)
Regulatory
July 2023Other Business ActivitiesSells Insurance
William is involved in insurance sales and service, primarily term life and long-term care, dedicating minimal time to this. He also manages his RIA business through Arbor Point Advisors, spending nearly full-time hours on it, and owns a vacation rental property, spending minimal time on it.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Comprehensive Financial Services, INC.Broker
State Registrations11 states
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.