William Welch
William Welch is a registered investment advisor at Cravens & Company Wealth Management, based in Cookeville, TN, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 229 clients with $250M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Overall portfolio expenses may be lower through a combination of ETFs, list funds, and individual securities. Fees may be negotiable.
Fee Estimator
Location
1080 Interstate Drive, Cookeville, TN, 38501
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2009Customer Dispute
April 2008Other Business Activities
William works as a financial advisor for Cravens & Company, LLC. This is a full-time commitment.
Employment History
Current Registrations
Cravens & Company Wealth Management
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations3 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.