William Vail
William Vail is a registered investment advisor at Integrity Wealth Advisors, based in Granger, IN, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 158 clients with $56M 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 $250K | 0.75% |
| $250K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
52511 Gumwood Rd, Granger, IN, 46530
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2005Other Business ActivitiesSells Insurance
William is a member of the Kiwanis Club of South Bend, dedicating minimal time to volunteer work. He is also an Owner/Advisor and President at Integrity Wealth Advisors, where he provides financial planning, investment management, and insurance services, taking about half of his time. Additionally, William is a board member for the St. Joseph River Valley Flyfishers, spending minimal time on this activity.
Employment History
Current Registrations
Integrity Wealth Advisors
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.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.