William Baxter is a CFP, ChFC-designated registered investment advisor at Paladin Partners, based in Hartland, WI, 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 Alternative Investments, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 45 clients with $200M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. Assets deposited exceeding $20,000 during any quarter are charged a prorated quarterly fee.
Fee Estimator
Location
138 North Avenue, Suite 10, Hartland, WI, 53029
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is an active owner and financial advisor at Paladin Partners, LLC, dedicating nearly all of his time to this role. He also works as an instructor for Kaplan/Dearborn, dedicating minimal time to this activity.
Employment History
Current Registrations
Paladin Partners
Previous Registrations
Next Financial Group, INC.
MML Investors Services, INC.
Paladin Partners
Wachovia Securities, LLC
State Registrations2 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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