WC
WC

William Comer

27 Years of Experience
Roanoke, VA

William Comer is a registered investment advisor at Valley Investors Corporation, based in Roanoke, VA, with 27 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 11 clients with $2.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
11 clients
Average Client Portfolio
$238K average
Assets Under Management
$2.6M

Fee Structure

Minimum Investment:$25
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable for clients with larger portfolios.

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

Location

21 Franklin Rd. Suite 300, Roanoke, VA, 24011

Get directions

History

Regulatory History
Clean regulatory record

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 officer/partner at Valley Investors Corporation. This activity is not investment-related.

Employment History
Current Registrations
Valley Investors Corporation
March 1998 - Present · 28 yrs 2 mos
State Registrations1 state
VA
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.