William Hughes is a registered investment advisor at William D Hughes, based in Odessa, FL, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $4.1M 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 | 0.84% |
| $500K - $5.0M | 0.60% |
| $5M+ | 0.36% |
Fees are negotiable.
Fee Estimator
Location
Odessa, FL
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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 ActivitiesSells Insurance
William works as an insurance agent selling insurance for various carriers through W&R Insurance Agencies since 2016. He also owns William D Hughes CPA as a sole proprietorship since 2008, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
William D Hughes
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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