William Reiser is a CFA-designated registered investment advisor at Bonaventure Capital, LLC, based in Birmingham, AL, 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 Investment Management. Their firm serves 27 clients with $440M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For assets allocated to strategies that require less ongoing maintenance, such as a diversified portfolio of ETFs, Bonaventure typically charges an advisory fee at an annual rate of 0.25%, regardless of account size.
Fee Estimator
Location
820 Shades Creek Pkwy., Ste. 1200, Birmingham, AL, 35209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a member of Fidelis Capital, LLC, formed in 2001 for private equity investment and registered with the SEC as an investment advisor in 2006. He dedicates about a quarter of his time to Fidelis, providing investment consulting and management services.
Employment History
Current Registrations
Bonaventure Capital, LLC
State Registrations1 state
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