William Sadler
William Sadler is a registered investment advisor at LPL Financial LLC, based in Santa Rosa Beach, FL, with 26 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1131 Mack Bayou Rd Ste D, Santa Rosa Beach, FL, 32459
Get directionsHistory
Regulatory History (1)
Regulatory
March 2005Other Business ActivitiesSells Insurance
William owns a leadership training business and is the author of a book on leadership. He also sells Medicare Advantage and Medicare Supplement Insurance, and provides tax preparation/accounting services as a CPA, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Edward D. Jones & CO., L.P.Broker
State Registrations6 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.
Exams
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