William Fowler
William Fowler is a registered investment advisor at Advantage Investment Management, based in Louisville, KY, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 386 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advantage Investment Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.25%. The fee is calculated each quarter, based on the value of your investments at the end of the previous quarter. The firm may negotiate fees and may waive or impose different fees on any client. A minimum account size of $500,000 is required, but this may be waived at the firm's discretion.
Location
Glenview Pointe Business Center, 2319 Lime Kiln Lane, Suite A, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2005Other Business ActivitiesSells Insurance
William is the owner of The Benefits Firm, an insurance business, since 2003. He spends about a quarter of his time selling and maintaining health insurance products, with about 10-20% of his time spent during trading hours.
Employment History
Current Registrations
Advantage Investment Management
Previous Registrations
Advantage Investment Management
Southeast Investments, N.c., INC.Broker
Commonwealth Financial Advisors, LLC
Lasalle St Securities, L.L.C.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Morgan Keegan & Company, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.