William Mccloud
William Mccloud is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Tallahassee, FL, with 29 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
1725 Capital Circle Ne, Suite 201, Tallahassee, FL, 32308
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2022Other Business ActivitiesSells Insurance
William owns rental properties and services fixed annuity business, dedicating minimal time to each. He also participates in several advisory committees and treasurer roles for various organizations, spending minimal time on each.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations21 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.