William Koehler is a CFA-designated registered investment advisor at Fci Advisors, based in Overland Park, KS, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 514 clients with $1.5B 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 $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable and can vary based on historical relationship, account composition, and asset size. Model portfolios are charged at 0.20% to 0.25%.
Fee Estimator
Location
5901 College Boulevard, Suite 110, Overland Park, KS, 66211
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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
Fci Advisors
Previous Registrations
Tower Wealth Managers, INC.
Etf Portfolio Partners, INC.
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.
Exams
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