WB
WB

William Brigham

22 Years of Experience
Mobile, AL

William Brigham is a registered investment advisor at Brigham JR, William H, based in Mobile, AL, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$700K average
Assets Under Management
$7.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

The asset-based advisory fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6353 Piccadilly Square Drive, Suite 2E, Mobile, AL, 36609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William co-owns a farm in Mobile County since 2005 with his siblings, held in trust where he is a trustee. He spends most Saturdays working at the farm and an additional few hours per week from his office managing it.

Employment History
Current Registrations
Brigham JR, William H
March 2004 - Present · 22 yrs 2 mos
State Registrations1 state
AL
Advisor

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
No exam information available for this advisor.